FRANCIS BACON FOUNDATION INCORPORATED: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- FRANCIS BACON FOUNDATION INCORPORATED (EIN 95-1921362)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-07-12
- IRS object ID
- 201741939349100504
- 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
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-07-12T09:48:01-07:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954659692 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LUCAS HORSFALL MURPHY & PINDROH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 E CORSON ST STE 200 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 911033841 | 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 | 951921362 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE FRANCIS BACON FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRAN | BusinessNameControlTxt |
| Phone | 6267445100 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 301 E COLORADO BLVD SUITE 900 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91101 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KARL I SWAIDAN | PersonNm |
| Person Title | MEMBER | PersonTitleTxt |
| Signature | 2017-07-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ARIEL E DRACHENBERG | PreparerPersonNm |
| PTIN | P00086688 | PTIN |
| Phone | 6267445100 | PhoneNum |
| Preparation | 2017-07-12 | PreparationDt |
Filing Security Information FilingSecurityInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| At Submission Creation Device Id | 0B44270D29573665E0F651872049659F1C08C1AF | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A18C3C6E0923EC8F99614CEF414C352CCE151601 | 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 | $3,628,620 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3,838 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,838 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $78,766 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $78,766 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$52,217 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $426,773 | GrossSalesPriceAmt |
| Total Rev And Expnss | $30,387 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $82,604 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $24,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $24,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,944 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $3,944 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $16,789 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,789 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $559 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $559 | TaxesNetInvstIncmAmt |
| Trav Conf Meeting Rev And Expnss | $2,617 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,617 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,060 | OtherExpensesRevAndExpnssAmt |
| Tot Opr Expenses Rev And Expnss | $49,969 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,348 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $30,561 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $100,010 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $100,010 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $149,979 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,348 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,571 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$119,592 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $65,256 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $12,236 | CashBOYAmt |
| Cash EOY | $9,615 | CashEOYAmt |
| Cash EOYFMV | $9,615 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $131,872 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $156,096 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $156,096 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,301,464 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,434,033 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,670,739 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $74,070 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $76,358 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $75,510 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $956,053 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $737,855 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $716,660 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $3,475,695 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,413,957 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,628,620 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $3,475,695 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,413,957 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,475,695 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,413,957 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,475,695 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,413,957 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,475,695 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$119,592 | ExcessRevenueOverExpensesAmt |
| Other Increases | $57,854 | OtherIncreasesAmt |
| Subtotal | $3,413,957 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,413,957 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| DOUBLELINE TOTAL RETURN BD FD | P | 2014-11-28 | 2016-01-29 | $39,952 | $40,425 | -$473 | -$473 |
| VANGUARD SMALL CAP GWTH | P | 2016-02-11 | 2016-02-12 | $79,546 | $79,645 | -$99 | -$99 |
| VALEANT PHARMA INTL | P | 2015-04-07 | 2016-03-15 | $7,494 | $39,779 | -$32,285 | -$32,285 |
| DODGE & COX INTL STOCK | P | 2015-12-21 | 2016-05-20 | $1,797 | $2,319 | -$522 | -$522 |
| DODGE & COX INTL STOCK | P | 2016-05-20 | $77,227 | $99,644 | -$22,417 | -$22,417 | |
| VANGUARD GNMA FUND | P | 2014-11-28 | 2016-06-07 | $19,964 | $20,019 | -$55 | -$55 |
| VANGUARD SHORT TERM INV GRADE FUND | P | 2014-11-24 | 2016-06-07 | $29,964 | $29,974 | -$10 | -$10 |
| 21ST CENT FOX | P | 2015-04-24 | 2016-07-07 | $40,749 | $50,787 | -$10,038 | -$10,038 |
| 21ST CENT FOX | P | 2015-06-15 | 2016-07-07 | $13,583 | $16,126 | -$2,543 | -$2,543 |
| VANGUARD SMALL CAP GWTH INDEX | P | 2016-12-19 | $107,650 | $100,272 | $7,378 | $7,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$52,217 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$25,528 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $120,586 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,467,467 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.034776 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $182,519 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,573,299 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.051079 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $111,976 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $3,507,166 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.031928 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $231,489 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $3,398,333 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.068118 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $144,022 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $3,417,228 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.042146 | DistributionYr5Rt |
| Total Distribution | 0.228047 | TotalDistributionRt |
| Average Distribution | 0.045609 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,515,448 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $160,336 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $653 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $160,989 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $130,571 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,305 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,305 | SubtotalAmt |
| Tax Based On Investment Income | $1,305 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,066 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,066 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,761 | OverpaymentAmt |
| Applied To ES Tax | $2,761 | AppliedToESTaxAmt |
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 | Yes (true) | 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 | SIRFRANCISBACON.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LHMP LLP | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6267445100 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 EAST CORSON ST SUITE 200 | AddressLine1Txt |
| City | PASADENA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91103 | 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 |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| 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 |
| 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 (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| KARL I SWAIDAN | ||||||||
| 301 E COLORADO BLVD 9TH FLOOR | PASADENA | CA | 91101 | MEMBER | 1.00 | $6,000 | $0 | $0 |
| HENRY J GIBBONS | ||||||||
| 1689 KAWEH | PASADENA | CA | 91107 | MEMBER | 1.00 | $6,000 | $0 | $0 |
| JENNIFER DEVOLL | ||||||||
| 301 E COLORADO BLVD SUITE 900 | PASADENA | CA | 91101 | MEMBER | 1.00 | $6,000 | $0 | $0 |
| RICHARD FADEM | ||||||||
| P O BOX 247 | ORCAS LANDING | WA | 98280 | MEMBER | 1.00 | $6,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,434,364 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $134,619 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,568,983 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,568,983 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $53,535 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,515,448 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $175,772 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $175,772 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,305 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,305 | TotalTaxAmt |
| Distributable Before Adj | $174,467 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $174,467 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $174,467 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,571 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $130,571 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $130,571 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $174,467 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $120,551 | UndistributedIncomePYAmt |
| Qualifying Distributions | $130,571 | QualifyingDistributionsAmt |
| Applied To Year1 | $120,551 | AppliedToYear1Amt |
| Applied To Current Year | $10,020 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $164,447 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (3 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| CA INSTITUTE OF TECHNOLOGY | |||||||
| 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | NONE | EXEMPT | PROGRAM SUPPORT | $60,010 |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| UNIVERSITY PARK | LOS ANGELES | CA | 90089 | NONE | EXEMPT | PROGRAM SUPPORT | $10,000 |
| THE HUNTINGTON LIBRARY | |||||||
| 1689 KAWEAH DRIVE | PASADENA | CA | 91105 | NONE | EXEMPT | PROGRAM SUPPORT | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $100,010 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,838 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $78,766 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$52,217 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $30,387 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $30,387 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $3,944 | Amt |
| Disbursements Charitable Prps | $3,944 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | BONDS | BondNm |
| EOY Book Value | $76,358 | EOYBookValueAmt |
| EOYFMV | $75,510 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | EQUITIES | StockNm |
| EOY Book Value | $2,434,033 | EOYBookValueAmt |
| EOYFMV | $2,670,739 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | MUTUAL FUNDS | CategoryOrItemTxt |
| Listed At Cost Or FMV | FMV | ListedAtCostOrFMVCd |
| Book Value | $737,855 | BookValueAmt |
| EOYFMV | $716,660 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt |
|---|---|
| EXPENSES | |
| FILING FEE-CA FTB | $10 |
| REGISTRY OF CHARITABLE TRUSTS | $50 |
| EXCISE TAX | $2,000 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON INVESTMENTS | Desc |
| Amt | $57,854 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT FEES | CategoryTxt |
| Amt | $16,789 | Amt |
| Net Investment Income | $16,789 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES | CategoryTxt |
| Amt | $559 | Amt |
| Net Investment Income | $559 | NetInvestmentIncomeAmt |
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