BETA

STOCKEL FAMILY FOUNDATION: Form 990PF, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
STOCKEL FAMILY FOUNDATION (EIN 47-2317141)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-05-05
IRS object ID
201731259349101723
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 ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-05T13:52:50-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1One Hollow Ln Ste 212AddressLine1Txt
CityLake SuccessCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11042ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN472317141EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Stockel Family FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
In Care Of% Foundation SourceInCareOfNm
Business Name ControlSTOCBusinessNameControlTxt
Phone8008391754PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1Foundation Source 501 Silverside RdAddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSUSAN STOCKELPersonNm
Person TitlepresidentPersonTitleTxt
Phone8008391754PhoneNum
Signature2017-05-01SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJeffrey D HaskellPreparerPersonNm
PTINP01345770PTIN
Phone8008391754PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.187.244.114IPv4AddressTxt
FieldValueIRS element (for citing)
Federal Original Submission Id06391520171255000004FederalOriginalSubmissionId
Federal Original Submission Id2017-05-05FederalOriginalSubmissionIdDt
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id70AA59F2BE43B178611149847D763A183DD9022DAtSubmissionCreationDeviceId
At Submission Filing Device Id259C731B7C7CCB55DA46458F0098BC0D5A2501CBAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$5,049,574FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$203,747ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$615InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$615InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$63,686DividendsRevAndExpnssAmt
Dividends Net Invst Incm$63,686DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$28,584NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,404,162GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$20,438OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$8,512OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$259,902TotalRevAndExpnssAmt
Total Net Invst Incm$72,813TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$0CompOfcrDirTrstRevAndExpnssAmt
Other Prof Fees Rev And Expnss$12,387OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$11,747OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl$640OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss$3,353TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$24,971OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl$24,971OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$40,711TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$11,747TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$25,611TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$210,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$210,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$250,711TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$11,747TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$235,611TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$9,191ExcessRevenueOverExpensesAmt
Net Investment Income$61,066NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$3,287,504SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$2,463,950SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$2,463,950SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$1,358,161CorporateStockBOYAmt
Corporate Stock EOY$1,355,964CorporateStockEOYAmt
Corporate Stock EOYFMV$1,361,625CorporateStockEOYFMVAmt
Corporate Bonds BOY$151,132CorporateBondsBOYAmt
Corporate Bonds EOY$713,706CorporateBondsEOYAmt
Corporate Bonds EOYFMV$699,730CorporateBondsEOYFMVAmt
Other Investments BOY$264,729OtherInvestmentsBOYAmt
Other Investments EOY$537,097OtherInvestmentsEOYAmt
Other Investments EOYFMV$524,269OtherInvestmentsEOYFMVAmt
Total Assets BOY$5,061,526TotalAssetsBOYAmt
Total Assets EOY$5,070,717TotalAssetsEOYAmt
Total Assets EOYFMV$5,049,574TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Retained Earning BOY$5,061,526RetainedEarningBOYAmt
Retained Earning EOY$5,070,717RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,061,526TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,070,717TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,061,526TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,070,717TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,061,526TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$9,191ExcessRevenueOverExpensesAmt
Subtotal$5,070,717SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,070,717TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyPublicly-traded SecuritiesPropertyDesc
Gross Sales Price$1,404,162GrossSalesPriceAmt
Cost Or Other Basis$1,432,746CostOrOtherBasisAmt
Gain Or Loss-$28,584GainOrLossAmt
Gains Minus Excess Or Losses-$28,584GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income-$28,584CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$26,998AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$4,998,751NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.005401DistributionYr1Rt
Net Vl Noncharitable Assets Yr2$1,231,256NetVlNoncharitableAssetsYr2Amt
Adjusted Qlfy Distri Yr3$0AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$0NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.0DistributionYr3Rt
Adjusted Qlfy Distri Yr4$0AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$0NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.0DistributionYr4Rt
Adjusted Qlfy Distri Yr5$0AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$0NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.0DistributionYr5Rt
Total Distribution0.005401TotalDistributionRt
Average Distribution0.002701AverageDistributionRt
Net Vl Noncharitable Assets$4,967,352NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$13,417AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$611NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$14,028AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$235,611QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$611InvestmentIncomeExciseTaxAmt
Subtotal$611SubtotalAmt
Tax Based On Investment Income$611TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$453EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$453TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$158TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Org Report Or Register StateDEOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Foundation SourceBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8008391754PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1501 Silverside Road Suite 123AddressLine1Txt
CityWilmingtonCityNm
State AbbreviationDEStateAbbreviationCd
ZIP198091377ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnYes (true)FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (true)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
Douglas Stockel
Foundation Source 501 Silverside RdWilmingtonDE198091377VP / Dir1.0$0$0$0
Eric Stockel
Foundation Source 501 Silverside RdWilmingtonDE198091377Dir / Sec / Treas1.0$0$0$0
Susan Stockel
Foundation Source 501 Silverside RdWilmingtonDE198091377Pres1.0$0$0$0
Ruth Waddell
Foundation Source 501 Silverside RdWilmingtonDE198091377VP1.0$0$0$0
FieldValueIRS element (for citing)
Summary Of Direct Chrtbl ActySummaryOfDirectChrtblActyGrp
Sum Of Program Related InvstSumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,159,102AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,874,029AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$9,866FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,042,997TotalFMVOfUnusedAssetsAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$5,042,997AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$75,645CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,967,352NetVlNoncharitableAssetsAmt
Minimum Investment Return$248,368MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$248,368MinimumInvestmentReturnAmt
Tax Based On Investment Income$611TaxBasedOnInvestmentIncomeAmt
Income Tax$1,139IncomeTaxAmt
Total Tax$1,750TotalTaxAmt
Distributable Before Adj$246,618DistributableBeforeAdjAmt
Distributable Before Ded$246,618DistributableBeforeDedAmt
Distributable As Adjusted$246,618DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$235,611ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Charitable Assets Acquis Paid$0CharitableAssetsAcquisPaidAmt
Set Aside Suitability Test$0SetAsideSuitabilityTestAmt
Set Aside Cash Distri Test$0SetAsideCashDistriTestAmt
Qualifying Distributions$235,611QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$611PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$235,000AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$246,618DistributableAsAdjustedAmt
Undistributed Income PY$229,646UndistributedIncomePYAmt
Prior Year12014PriorYear1Yr
Prior Year22013PriorYear2Yr
Prior Year32012PriorYear3Yr
Qualifying Distributions$235,611QualifyingDistributionsAmt
Applied To Year1$229,646AppliedToYear1Amt
Applied To Current Year$5,965AppliedToCurrentYearAmt
Remaining Distri From Corpus$0RemainingDistriFromCorpusAmt
Total Corpus$0TotalCorpusAmt
Undistributed Income CY$240,653UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$0ExcessDistriCyovToNextYrAmt
Excess From Current Year$0ExcessFromCurrentYearAmt
FieldValueIRS element (for citing)
Private Operating FoundationsPrivateOperatingFoundationsGrp

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerSusan StockelContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
24TH STREET THEATRE COMPANY
1117 W 24TH STLOS ANGELESCA90007N/APCGeneral & Unrestricted$35,000
ATLANTA COMMUNITY FOOD BANK INC
732 JOSEPH E LOWERY BLVD NWATLANTAGA30318N/APCGeneral & Unrestricted$10,000
BLIND CHILDRENS CENTER INC
4120 MARATHON STLOS ANGELESCA90029N/APCSocial Skills Program$25,000
CHEERFUL HELPERS CHILD AND FAMILY STUDY CENTER INC
3300 WILSHIRE BLVDLOS ANGELESCA90010N/APCGeneral & Unrestricted$35,000
CHILDRENS HEALTHCARE OF ATLANTA INC - CHILDRENS HE
PARK N 1577 NE EXPY STE AATLANTAGA30329N/APCIn-Hospital Music Therapy Program$40,000
DEFENDERS OF WILDLIFE
1130 17TH ST NWWASHINGTONDC20036N/APCGeneral & Unrestricted$5,000
DIGNITY HEALTH
185 BERRY ST STE 300SAN FRANCISCOCA94107N/APCHope Street Family Center$10,000
FOOTHILL FAMILY SERVICE
2500 E FOOTHILL BLVD STE 300PASADENACA91107N/APCEarly Head Start Program$35,000
NATIONAL PARKS CONSERVATION ASSOCIATION
777 6TH ST NW STE 700WASHINGTONDC20001N/APCGeneral & Unrestricted$5,000
WESTSIDE CHILDRENS CENTER INC
12120 WAGNER STCULVER CITYCA90230N/APCGeneral & Unrestricted$10,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$210,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

FieldValueIRS element (for citing)
Fees Contracts From Govt AgFeesContractsFromGovtAgGrp
Membership Dues And AssmntMembershipDuesAndAssmntGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$615ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$63,686ExclusionAmt
FieldValueIRS element (for citing)
Net Rntl Incm Re Debt Fincd PropNetRntlIncmReDebtFincdPropGrp
Net Rntl Incm Re Not Debt Fincd PropNetRntlIncmReNotDebtFincdProp
Net Rental Income Personal PropNetRentalIncomePersonalPropGrp
Other Investment Incm Part VIIOtherInvestmentIncmPartVIIGrp

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$28,584ExclusionAmt
FieldValueIRS element (for citing)
Net Income Loss From Special EvtNetIncomeLossFromSpecialEvtGrp
Gross Profit Loss Sls Of InvntryGrossProfitLossSlsOfInvntryGrp

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescBusinessBusinessCdUnrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmtExclusionExclusionCdExclusionExclusionAmt
K-1 Inc/Loss525990$9,92614$8,512
Federal Tax Refund01$2,000

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$9,926UnrelatedBusinessTaxblIncmAmt
Exclusion$46,229ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$56,155TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonStockel SusanContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1159 N Cliffwood AvenueAddressLine1Txt
CityLos AngelesCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90049ZIPCd
FieldValueIRS element (for citing)
Total Contributions$203,747TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Depreciation Schedule DepreciationSchedule

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)

BondBondNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
ALLY FINANCIAL - 4.125% - 02/1$151,132$148,688
ALLY FINL NOTE - 0.033% - 11/0$48,477$50,063
BEAR STEARNS COS INC SUB - 5.5$514,097$500,979

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (14 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AMERICAN EXPRESS CO$95,950$88,896
BANKUNITED, INC$50,100$56,535
BERKSHIRE HATHAWAY INC. CLASS$71,150$81,490
CONOCOPHILLIPS$89,585$90,252
EATON CORP PLC$65,232$67,090
EATON VANCE FLOATING RATE ADVA$200,000$198,533
GMAC CAPITAL TRUST I - 8.125%$100,160$101,600
HENDERSON EUROPEAN FOCUS FUND$25,000$21,292
ISHARES BARCLAYS 1-3 YEAR TREA$254,107$253,350
ISHARES BARCLAYS SHORT TREASUR$275,749$275,751
IVESCO EUROPEAN GROWTH Y$25,000$22,600
MUTUAL EUROPEAN FD CL Z$25,000$21,486
POWERSHARES S&P 500 HI DIV POR$37,737$39,180
SCHWAB US DIVIDEND EQUITY ETF$41,194$43,570

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (3 entries)

Category Or ItemCategoryOrItemTxtBook ValueBookValueAmtEOYFMVEOYFMVAmt
BLACKSTONE RE DEBT STRATEGIES$19,867$14,669
BLACKSTONE REAL ESTATE INCOME$252,500$250,000
KKR FINANCIAL HOLDINGS LLC PFD$264,730$259,600

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Administrative Fees$21,816$21,816
Equipment Maintenance$75$75
Office Supplies$3,055$3,055
State or Local Filing Fees$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
K-1 Inc/Loss KKR FINANCIAL HOLDINGS LLC PFD STOCK$18,438$8,512
Federal Tax Refund$2,000

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Management Services$11,747$11,747
FOUNDATION LOGO DESIGN$400$400
Website Development$240$240

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (4 entries)

CategoryCategoryTxtAmtAmt
990-T EXTENSION FOR 2015$2,000
990-T Income Tax for 2015$851
STATE INCOME TAX 2015$490
STATE MISCELLANEOUS FEE$12

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