TEDDY EBERSOLS FAMILY FOUNDATION: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- TEDDY EBERSOLS FAMILY FOUNDATION (EIN 26-1293640)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-25
- IRS object ID
- 201702379349100310
- 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 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 | 2017-08-25T16:18:20-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | 2016-01-01 | 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 | 2017-08-22 | 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 |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 174.127.13.110 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-22 | IPDt |
| IP Tm | 16:01:39 | IPTm |
| IP Timezone | PD | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 92CEBC8EF2623732735B89312A40A461D4D4DBCE | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 36AB1B39930BF0F7BBF00BE5CD887FCB356DFDDD | 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 | $985,663 | 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 | $550,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $25,970 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,970 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,763 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $202,579 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $570,207 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $25,970 | 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 | $3,359 | 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 | $475 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $3,834 | 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 | $571,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $571,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $574,834 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $571,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,627 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $25,970 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $5,147 | CashBOYAmt |
| Cash EOY | $654 | CashEOYAmt |
| Cash EOYFMV | $654 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $842,952 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $50,153 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $50,153 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $11 | AcctRcvblAmt |
| Acct Rcvbl EOY | $11 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $11 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $0 | CorporateStockBOYAmt |
| Corporate Stock EOY | $293,541 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $425,793 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $181,854 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $173,753 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $323,571 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $335,299 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $848,099 | TotalAssetsBOYAmt |
| Total Assets EOY | $849,784 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $985,663 | 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 | $848,099 | RetainedEarningBOYAmt |
| Retained Earning EOY | $849,784 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $848,099 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $849,784 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $848,099 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $849,784 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $848,099 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,627 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,312 | OtherIncreasesAmt |
| Subtotal | $849,784 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $849,784 | 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 | $23,203 | $25,000 | -$1,797 | -$1,797 |
| RBC MANAGED ACCOUNT | P | $13,479 | $15,572 | -$2,093 | -$2,093 |
| RBC MANAGED ACCOUNT | P | $28,580 | $22,074 | $6,506 | $6,506 |
| HAYS ADVISORY GROUP-RBC | P | $82,888 | $93,316 | -$10,428 | -$10,428 |
| HAYS ADVISORY GROUP-RBC | P | $53,180 | $52,380 | $800 | $800 |
| RBC MANAGED ACCOUNT | P | $1,248 | $1,248 | $1,248 | |
| HAYS ADVISORY GROUP-RBC | P | $1 | $1 | $1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,763 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $750,618 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $835,378 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.898537 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $398,999 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $901,807 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.442444 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $865,538 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $964,561 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.897339 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $624,418 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,560,869 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.400045 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $115,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,876,672 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.061545 | DistributionYr5Rt |
| Total Distribution | 2.699910 | TotalDistributionRt |
| Average Distribution | 0.539982 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $837,038 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $451,985 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $260 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $452,245 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $571,000 | 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 | $260 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $260 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $260 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $618 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $618 | TotalPaymentsAndCreditsAmt |
| Overpayment | $358 | OverpaymentAmt |
| Applied To ES Tax | $358 | 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 | 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 | $849,785 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $849,785 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $849,785 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $12,747 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $837,038 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $41,852 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $41,852 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $260 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $260 | TotalTaxAmt |
| Distributable Before Adj | $41,592 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $41,592 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $41,592 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $571,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $571,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $260 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $570,740 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $41,592 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,989 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $547,539 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $818,234 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $354,711 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $709,613 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,453,086 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $571,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $41,592 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $529,408 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,982,494 | 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 | $22,989 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,959,505 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $547,539 | ExcessFromYear4Amt |
| Excess From Year3 | $818,234 | ExcessFromYear3Amt |
| Excess From Year2 | $354,711 | ExcessFromYear2Amt |
| Excess From Year1 | $709,613 | ExcessFromYear1Amt |
| Excess From Current Year | $529,408 | 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 (8 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|
| UJA FEDERATION OF NEW YORK | ||||||
| 130 E 59TH ST | NEW YORK | NY | 10022 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $10,000 | |
| HUNTER'S HOPE | ||||||
| PO BOX 643 | ORCHARD PARK | NY | 14127 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $25,000 | |
| THE SUZANNE WRIGHT FOUNDATION | ||||||
| 610 FIFTH AVE STE 605 | NEW YORK | NY | 10020 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES | $15,000 | |
| JOE TORRE SAFE AT HOME FOUNDATION | ||||||
| PO BOX 1037 MIDTOWN STATION | NEW YORK | NY | 10018 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $5,000 | |
| NOTRE DAME - DPAC | ||||||
| UNIVERSITY OF NOTRE DAME 405 MAIN | NOTRE DAME | IN | 46556 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $500,000 | BUILDING |
| TELLURIDE FOUNDATION | ||||||
| 620 MOUNTAIN VILLAGE BLVD | MOUNTAIN VILLAGE | CO | 81435 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $10,000 | |
| TOM COUGHLIN FUND FOUNDATION | ||||||
| 650 FIRST AVESUITE 7NW | NEW YORK | NY | 10016 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $5,000 | |
| WIND OVER WINGS INC | ||||||
| PO BOX 289 | DRESDEN | ME | 04342 | PROMOTION AND SUPPORT OF CHARITABLE ACTIVITIES. | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $571,000 | 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 | $25,970 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$7,012 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,249 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $18,958 | ExclusionAmt |
| Related Or Exempt Function Incm | $1,249 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $20,207 | 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 (2 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 | $275,000 | Yes (X) |
| SUSAN SAINT JAMES EBERSOL | ||||||
| 2 | 10866 WILSHIRE BLVD 300 | LOS ANGELES | CA | 90024 | $275,000 | 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 | $181,854 | EOYBookValueAmt |
| EOYFMV | $173,753 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | RBC #311-15349 | StockNm |
| EOY Book Value | $293,541 | EOYBookValueAmt |
| EOYFMV | $425,793 | 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 | $202,509 | $204,942 |
| RBC #314-01363 | AT COST | $121,062 | $130,357 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PARTNERSHIP ACTIVITY & PRIOR YEAR ADJ. | Desc |
| Amt | $6,312 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $3,359 | 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 | $475 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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