MARGARET M BLOOMFIELD FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MARGARET M BLOOMFIELD FAMILY FOUNDATION (EIN 20-6156014)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-26
- IRS object ID
- 201602399349100000
- Schema version
- 2015v2.1
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Assets Schedule
- Other Decreases Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-26T05:16:48-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 206156014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLOOMFIELD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLOO | BusinessNameControlTxt |
| Phone | 3102922484 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | po box 2098 | AddressLine1Txt |
| City | Manhattan Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90267 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM E BLOOMFIELD JR | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 3102922484 | PhoneNum |
| Signature | 2016-08-21 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOAN S MCMAHON | PreparerPersonNm |
| PTIN | P00966494 | PTIN |
| Phone | 4157834000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $64,542,752 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $233,878 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $233,878 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,014,732 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,014,732 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $2,408,686 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $15,780,824 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $2,408,686 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $11 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $11 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,657,307 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,657,307 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $37,831 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $18,916 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $18,916 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $168,298 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $168,298 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $89,471 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $41,124 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $160 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $295,600 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $228,338 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,076 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,517,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,517,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,812,600 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $228,338 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,536,076 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $844,707 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,428,969 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $436,698 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,582,841 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,582,841 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $11,640,478 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $11,341,074 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $11,341,074 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $46,837,940 | CorporateStockBOYAmt |
| Corporate Stock EOY | $45,568,644 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $45,568,644 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,811,578 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $4,996,731 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $4,996,731 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $0 | OtherAssetsBOYAmt |
| Other Assets EOY | $53,462 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $53,462 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $65,726,694 | TotalAssetsBOYAmt |
| Total Assets EOY | $64,542,752 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $64,542,752 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $204,156 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $176,744 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $204,156 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $176,744 | 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 | $65,522,538 | RetainedEarningBOYAmt |
| Retained Earning EOY | $64,366,008 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $65,522,538 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $64,366,008 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $65,726,694 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $64,542,752 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $65,522,538 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $844,707 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $66,367,245 | SubtotalAmt |
| Other Decreases | $2,001,237 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $64,366,008 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2015-01-01 | AcquiredDt |
| Sold | 2015-12-31 | SoldDt |
| Gross Sales Price | $15,780,824 | GrossSalesPriceAmt |
| Cost Or Other Basis | $13,372,138 | CostOrOtherBasisAmt |
| Gain Or Loss | $2,408,686 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $2,408,686 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $2,408,686 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $3,090,804 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $65,414,749 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.047249 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,418,966 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $56,817,682 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.024974 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,995,628 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $42,907,259 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046510 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $563,175 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $31,048,762 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.018138 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $1,065,334 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $11,829,240 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.090059 | DistributionYr5Rt |
| Total Distribution | 0.226930 | TotalDistributionRt |
| Average Distribution | 0.045386 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $64,955,377 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $2,948,065 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $34,290 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $2,982,355 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,536,076 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $68,579 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $68,579 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $68,579 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $121,648 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $75,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $196,648 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $128,069 | OverpaymentAmt |
| Applied To ES Tax | $128,069 | 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 | WILLIAM E BLOOMFIELD JR | IndividualWithBooksNm |
| Phone | 3102922484 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2098 | AddressLine1Txt |
| City | Manhattan Beach | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90267 | 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 | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| WILLIAM E BLOOMFIELD JR | ||||||||
| 1204 THE STRAND | manhattan beach | CA | 90266 | co-trustee | 1.00 | $0 | $0 | $0 |
| joanne hunter | ||||||||
| 801 pacific avenue | manhattan beach | CA | 90266 | co-trustee | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | merrill lynch pierce fenner & smith | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 merrill lynch drive | AddressLine1Txt |
| City | pennington | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | investment management | ServiceTypeTxt |
| Compensation | $168,298 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | $63,930,126 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,014,419 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $65,944,545 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $65,944,545 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $989,168 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $64,955,377 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,247,769 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,247,769 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $68,579 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $68,579 | TotalTaxAmt |
| Distributable Before Adj | $3,179,190 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,179,190 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,179,190 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,536,076 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $2,536,076 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,536,076 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,179,190 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,407,854 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,536,076 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,407,854 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $128,222 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $3,050,968 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| Aid Still Required | ||||||||
| PO BOX 7353 | Santa Monica | CA | 90406 | nONE | PC | Fund Rebuilding Communities | $10,000 | |
| ALLIANCE FOR COLLEGE-READY PUBLIC SCHOOLS | ||||||||
| 601 S Figueroa Street 4th Floor | LOS ANGELES | CA | 90017 | nONE | PC | Support education via public Charter School | $220,000 | |
| American Heart Association INC | ||||||||
| 7272 Greenville AveNUE | DALLAS | TX | 75231 | nONE | PC | Fund Building Healthier Lives | $25,000 | |
| Boys & Girls Club of THE Los Angeles Harbor | ||||||||
| 1200 S CABRILLO AVENUE | SAN PEDRO | CA | 90731 | nONE | PC | SUPPORT ALL YOUNG PEOPLE TO REACH THEIR FULL POTENTIAL | $25,000 | |
| Cancer Support Community - REDONDO BEACH | ||||||||
| 109 W Torrance BOULEVARD | Redondo Beach | CA | 90277 | nONE | PC | Support cancer patients and their families | $10,000 | |
| Children's Hospital LOS ANGELES | ||||||||
| 4650 SUNSET BOULEVARD | LOS ANGELES | CA | 90277 | nONE | PC | FUND Medical research for Opsoclonus Myoclonus | $25,000 | |
| City of Hope | ||||||||
| 1500 E Duarte ROAD | DUARTE | CA | 91010 | nONE | PC | FUND Medical research for brain cancer | $25,000 | |
| Community Partners | ||||||||
| 1000 N Alameda Street Suite 240 | LOS ANGELES | CA | 90012 | nONE | PC | SUPPORT COMMUNITY DEVELOPMENT | $50,000 | |
| Concern Foundation | ||||||||
| 11111 W OLYMPIC BOULEVARD NO 214 | LOS ANGELES | CA | 90064 | nONE | PC | FUND CANCER RESEARCH | $100,000 | |
| Criminal Justice Legal Foundation | ||||||||
| 2131 L StREET | Sacramento | CA | 95816 | NONE | pc | Support national policies on criminal justice | $100,000 | |
| Educators for Excellence INC | ||||||||
| 80 Pine Street 28th Floor | New York | NY | 10005 | NONE | pC | Fund Education Programs | $110,000 | |
| Foundation for Defense of Democracies INC | ||||||||
| 1726 M StREET NW Suite 700 | Washington | DC | 20036 | NONE | pC | Support national policies on defending democracy | $85,000 | |
| FOUNDATION FOR INVESTING IN RESEARCH ON SETI SCIENCE AND TECHN (FIRSST) | ||||||||
| 125 University AveNUE Suite 101 | Berkeley | CA | 94710 | NONE | pC | FUND Scientific Research | $15,000 | |
| FRIENDS OF CASA HOGAR - BAJA | ||||||||
| 2711 N SEPULVEDA BOULEVARD 534 | Manhattan Beach | CA | 90266 | NONE | pC | Support orphanage IN BAJA MEXICO | $26,000 | |
| FRIENDS OF SENIOR & SCOUT COMMUNITY CENTER | ||||||||
| 1001 6TH STREET SUITE 150 | MANHAttan Beach | CA | 90266 | nONE | pC | FUND A NEW SCOUT HOUSE FOR THE BENEFIT OF KIDS AND SENIORS | $25,000 | |
| Healing Hands of Joy INC | ||||||||
| 294 CLINTON STREET 2 | BROOKLYN | NY | 11201 | NONE | pC | PROVIDE Medical care for under-served families | $78,000 | |
| Hirshberg Foundation FOR PANCREATIC CANCER RESEARCH | ||||||||
| 2990 S SEPULVEDA BOULEVARD | LOS ANGELES | CA | 90064 | NONE | pC | FUND Cancer research | $50,000 | |
| KIPP LA Schools | ||||||||
| 3601 East First StREET | LOS ANGELES | CA | 90063 | NONE | pC | Support for public charter schools in L.A. area | $100,000 | |
| LA BIOMEDICAL RESEARCH INSITUTE AT HARBOR-UCLA MEDICAL CENTER | ||||||||
| 1124 West Carson STREET BUILDING | TORRANCE | CA | 90502 | NONE | pC | SUPPORT Creating innovative solutions for healthcare | $20,000 | N-14 |
| Manhattan Beach Educational Foundation | ||||||||
| 325 S Peck Avenue | MANHATTAN BEACH | CA | 90266 | NONE | pC | SupporT education in the Manhattan Beach Unified SCHOOL District | $25,000 | |
| National Parkinson Foundation INC | ||||||||
| 200 SE 1st Street Suite 800 | MIAMI | FL | 33131 | NONE | pC | FUND Research, education & outreach for people with Parkinson's | $25,000 | |
| Pasadena Arts Council - Barak Ballet | ||||||||
| 65 S GRAND AVENUE | PASADENA | CA | 91105 | NONE | pC | SUPPORT ARTISTS, ART AND CULTURAL ORGANIZATIONS | $5,000 | |
| Pediatric Therapy Network | ||||||||
| 1815 W 213th StREET Suite 100 | Torrance | CA | 90501 | NONE | pC | Support families with special needs | $25,000 | |
| People for Community Improvement | ||||||||
| 13008 S Figueroa StREET | LOS ANGELES | CA | 90061 | NONE | PC | Support youth education and gang intervention | $68,000 | |
| Planned Parenthood los ANGELES | ||||||||
| 400 West 30th StreeT | lOS ANGELES | CA | 90007 | NONE | PC | provide QUALITY REPRODUCTIVE HEALTHCARE AND SEXUAL HEALTH INFORMATION | $10,000 | |
| Providence LITTLE COMPANY OF MARY FOUNDATION | ||||||||
| 4101 Torrance BOULEVARD | TORRANCE | CA | 90503 | nONE | pC | Support research for cardiovascular improvements | $250,000 | |
| Providence TrinityCARE Hospice FOUNDATION | ||||||||
| 5315 Torrance BOULEVARD Suite B-1 | TORRANCE | CA | 90503 | nONE | pC | Support hospice care | $25,000 | |
| Rainbow Services LTD | ||||||||
| 453 West 7th Street | San Pedro | CA | 90731 | nONE | pC | SUPPORT THOSE WISHING TO PERMANENTLY ESCAPE DOMESTIC VIOLENCE | $5,000 | |
| RepresentUs EDUCATION FUND | ||||||||
| PO BOX 60008 | Florence | MA | 01062 | nONE | pC | FUND educatION TO American Public about harms OF big money special interest lobbyists | $10,000 | |
| Sound Body Sound Mind FOUNDATION | ||||||||
| 11100 SANTA MONICA BOULEVARD SUITE | LOS ANGELES | CA | 90025 | nONE | pC | Support health and wellness of LA students through fitness | $10,000 | 1910 |
| Step Up Womens Network | ||||||||
| 510 S Hewitt STREET | LOS ANGELES | CA | 90013 | nONE | pC | Supporting Women and Girls to Fulfill their Potential | $15,000 | |
| StudentsFirst Institute | ||||||||
| 825 K STREET 2nd Floor | SACRAMENTO | CA | 95814 | nONE | pC | Fund Education Programs | $500,000 | |
| Teach for America INC | ||||||||
| 315 WEST 36TH STREET 8TH FLOOR | NEW YORK | NY | 10018 | nONE | pC | Support education for high-poverty public schools | $25,000 | |
| THE FRIENDSHIP FOUNDATION | ||||||||
| 2108 Vail Avenue | Redondo Beach | CA | 90278 | NONE | pc | Support FAMILIES OF CHILDREN WITH SPECIAL NEEDS | $10,000 | |
| The Mission Continues | ||||||||
| 1141 SOUTH 7TH Street | SAINT Louis | MO | 63104 | nONE | pC | SUPPORT VETERANS IN SERVING AS CITIZEN LEADERS | $10,000 | |
| THE Richstone CENTER INC | ||||||||
| 13620 Cordary AveNUE | HAWTHORNE | CA | 90250 | nONE | pC | Support child abuse treatment and prevention | $25,000 | |
| THE SALVATION ARMY - SAGE HOUSE | ||||||||
| 138 S BANDINI STREET | SAN PEDRO | CA | 90731 | nONE | pc | PROVIDE CARE AND LOVE TO OLDER & FRAGILE ADULTS | $5,000 | |
| UCLA FOUNDATION - BROAD Stem Cell Research CENTER | ||||||||
| 10920 Wilshire BOULEVARD SUITE 900 | LOS ANGELES | CA | 90024 | nONE | pC | Support Stem Cell Rsearch | $50,000 | |
| UCLA FOUNDATION - Operation Mend | ||||||||
| 10920 Wilshire BOULEVARD SUITE 900 | LOS ANGELES | CA | 90024 | nONE | pC | PROVIDE Surgery and mental health support for wounded military | $50,000 | |
| Uncle Kory Foundation | ||||||||
| 818 9TH STREET | Manhattan Beach | CA | 90266 | nONE | PF | FUND Brain cancer research | $100,000 | |
| University of Arizona Foundation | ||||||||
| 1111 N CHERRY AVENUE | TUCSON | AZ | 85721 | nONE | PC | SupporT and EnhancE the Vision, Mission and Values of the University of ARIZONA | $25,000 | |
| Vanderbilt University | ||||||||
| PMB 406310 2301 VANDERBILT PLACE | Nashville | TN | 37240 | nONE | PC | Fund Education Programs | $10,000 | |
| Venice Family Clinic | ||||||||
| 604 ROSE AVENUE | VENICE | CA | 90291 | nONE | PC | PROVIDE QUALITY PRIMARY HEALTHCARE TO PEOPLE IN NEED | $5,000 | |
| Vision to Learn | ||||||||
| 11611 San Vicente Boulevard Suite | LOS ANGELES | CA | 90049 | nONE | PC | Provide Free eye exams and glasses to CHILDREN IN UNER-SERVED COMMUNITIES | $45,000 | 500 |
| Wells Bring Hope | ||||||||
| 16563 Park Lane Circle | LOS ANGELES | CA | 90049 | nONE | PC | PROVIDE Drill water wells in under-served areas of the world | $15,000 | |
| Wings of Rescue | ||||||||
| 6303 OWL WAY | LIVERMORE | CA | 94551 | nONE | PC | SUPPORT RESCUE GROUPS TO AIRLIFT SHELTER ANIMALS FROM HIGH KILL AREAS | $10,000 | |
| WINGS PROGRAM INC | ||||||||
| PO Box 95615 | Palatine | IL | 60095 | nONE | PC | Provide Housing, integrated Services, education and advocacy to end domestic violence | $10,000 | |
| Wounded Warrior Project | ||||||||
| 4899 Belfort ROAD SUITE 300 | Jacksonville | FL | 32256 | nONE | PC | FUND Medical and rehabilitaton support for wounded military | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,517,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $233,878 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,014,732 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $2,408,686 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,657,307 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,657,307 | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $37,831 | Amt |
| Net Investment Income | $18,916 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $18,916 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | uncle kory foundation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 818 9TH STREET | AddressLine1Txt |
| City | MANHATTAN BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2015-11-09 | GrantDt |
| Grant | $100,000 | GrantAmt |
| Purpose Of Grant | fund brain cancer research | PurposeOfGrantTxt |
| Any Diversion By Grantee | none | AnyDiversionByGranteeTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TANGIBLE PROPERTY REGULATIONS ELECTION STATEMENTS | IdentifierTxt |
| Form And Line Reference | EXPLANATION | FormAndLineReferenceDesc |
| Medium Explanation | TAXPAYER HEREBY MAKES THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREASURY REGULATION 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR.TAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREASURY REGULATION 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BUSINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $4,996,731 | EOYBookValueAmt |
| EOYFMV | $4,996,731 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| equities | $44,904,184 | $44,904,184 |
| MUTUAL FUNDS | $664,460 | $664,460 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $11,341,074 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $11,341,074 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PREPAID EXCISE TAX | Desc |
| BOY Book Value | $0 | BOYBookValueAmt |
| EOY Book Value | $53,462 | EOYBookValueAmt |
| EOYFMV | $53,462 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $2,001,237 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $11 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $11 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $11 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | deferred tax | Desc |
| BOY Book Value | $204,156 | BOYBookValueAmt |
| EOY Book Value | $176,744 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $168,298 | Amt |
| Net Investment Income | $168,298 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $48,187 | $0 | $0 |
| FOREIGN TAXES | $41,124 | $41,124 | $0 |
| filing fees | $160 | $0 | $160 |
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