FRED AND JUNE MACMURRAY FOUNDATION-CORP: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FRED AND JUNE MACMURRAY FOUNDATION-CORP (EIN 37-1634786)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-31
- IRS object ID
- 201623059349100202
- 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
- Depreciation Schedule
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-31T11:40:23-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KPMG LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 550 S Hope St Suite 1500 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90071 | 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 | 371634786 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Fred and June MacMurray Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % AL MARSELLA CPA | InCareOfNm |
| Business Name Control | FRED | BusinessNameControlTxt |
| Phone | 3234649898 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1680 North Vine Street suite 504 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90028 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | AL MARSELLA CPA | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 3234649898 | PhoneNum |
| Signature | 2016-10-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CAREY MCKEE PREPARER | PreparerPersonNm |
| PTIN | P01281067 | PTIN |
| Phone | 2139724000 | PhoneNum |
| Preparation | 2016-10-28 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2017-02-10 21:41:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $14,300,650 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $279,028 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $279,028 | DividendsNetInvstIncmAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $444,065 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $428,932 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $723,093 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $707,960 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $96,998 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $49,062 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $47,936 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $22,100 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $11,050 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $11,050 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $1,964 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $982 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $982 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $2,288 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $1,144 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $1,144 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $31,659 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $15,830 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $15,829 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $48,862 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28,802 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $60 | TaxesDsbrsChrtblAmt |
| Occupancy Rev And Expnss | $21,125 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $10,563 | OccupancyNetInvstIncmAmt |
| Occupancy Dsbrs Chrtbl | $10,562 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,036 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,036 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $17,898 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $10,830 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $7,068 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $246,930 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $128,263 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $98,667 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $793,667 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $793,667 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,040,597 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $128,263 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $892,334 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$317,504 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $579,697 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $222,831 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $578,307 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $578,307 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,113,181 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,034,608 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,034,608 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,718,468 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,754,738 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,754,738 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,016,500 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $0 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,016,500 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $1,016,500 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $1,016,500 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,800,743 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,800,743 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,800,743 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $1,065,754 | OtherAssetsBOYAmt |
| Other Assets EOY | $115,754 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $115,754 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $14,937,477 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,300,650 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $14,300,650 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $14,937,477 | UnrestrictedBOYAmt |
| Unrestricted EOY | $14,300,650 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,937,477 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,300,650 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,937,477 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,300,650 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,937,477 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$317,504 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,619,973 | SubtotalAmt |
| Other Decreases | $319,323 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $14,300,650 | TotNetAstOrFundBalancesEOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cap Gains Loss Tx Invst Incm Detail | CapGainsLossTxInvstIncmDetail |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $955,030 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $13,552,054 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.070471 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $874,740 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $13,625,508 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.064199 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $705,236 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $12,371,080 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.057007 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $607,789 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,466,841 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.058068 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $150,904 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $8,351,913 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.018068 | DistributionYr5Rt |
| Total Distribution | 0.267813 | TotalDistributionRt |
| Average Distribution | 0.053563 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,371,826 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $769,798 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,797 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $775,595 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $892,334 | 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 | $5,797 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $5,797 | SubtotalAmt |
| Tax Based On Investment Income | $5,797 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $16,138 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $16,138 | TotalPaymentsAndCreditsAmt |
| Overpayment | $10,341 | OverpaymentAmt |
| Applied To ES Tax | $10,341 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AL MARSELLA CPA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3234649898 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1680 NORTH VINE STREET SUITE 504 | AddressLine1Txt |
| City | LOS ANGELES | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90028 | 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 | Yes (true) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | Yes (true) | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| AL MARSELLA | ||||||||
| 1680 North Vine Street suite 504 | Los Angeles | CA | 90028 | SECRETARY/board member | 40.0 | $96,998 | $0 | $0 |
| KATHERINE MACMURRARY | ||||||||
| 1680 North Vine Street suite 504 | Los Angeles | CA | 90028 | PRESIDENT/board member | 1.0 | $0 | $0 | $0 |
| JOSEPH BERBERICH ESQ | ||||||||
| 1680 North Vine Street suite 504 | Los Angeles | CA | 90028 | board member | 1.0 | $0 | $0 | $0 |
| MSGR PADRAIC LOFTUS | ||||||||
| 1680 North Vine Street suite 504 | Los Angeles | CA | 90028 | board member | 1.0 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $10,789,346 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $984,097 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,817,243 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,590,686 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,590,686 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $218,860 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,371,826 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $718,591 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $718,591 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $5,797 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $5,797 | TotalTaxAmt |
| Distributable Before Adj | $712,794 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $712,794 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $712,794 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $892,334 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $892,334 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $5,797 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $886,537 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $712,794 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $99,779 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $103,412 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $212,417 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $307,663 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $723,271 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $892,334 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $712,794 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $179,540 | RemainingDistriFromCorpusAmt |
| Total Corpus | $902,811 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $902,811 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $99,779 | ExcessFromYear4Amt |
| Excess From Year3 | $103,412 | ExcessFromYear3Amt |
| Excess From Year2 | $212,417 | ExcessFromYear2Amt |
| Excess From Year1 | $307,663 | ExcessFromYear1Amt |
| Excess From Current Year | $179,540 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (68 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ACTORS AND OTHERS FOR ANIMALS | ||||||||
| 11523 BURBANK BLVD | NORTH HOLLYWOOD | CA | 91601 | N/A | PC | TO SUPPORT ANIMAL RESCUE | $1,000 | |
| ALEXANDER VALLEY FILM SOCIETY | ||||||||
| 121 E 1ST STREET | CLOVERDALE | CA | 95425 | N/A | PC | To enrich the community by captivating and engaging audiences, cultivating new fans of film, and celebrating our collective humanity using cinema through year-round educational and cultural enrichment programs, as well as the annual Alexander Valley Film Festival. | $2,500 | |
| ALZHEIMER'S ASSOCIATION OF GREATER LOS ANGELES | ||||||||
| 4221 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | N/A | PC | To provide Greater Los Angeles families with hands-on support, information and resources, while advancing critical local research for a cure | $1,500 | |
| AMERICAN CANCER SOCIETY | ||||||||
| 250 WILLIAMS STREET | ATLANTA | GA | 30303 | N/A | PC | To support Relay for Life: Unbreakable Hope | $1,000 | |
| BEIT T'SHUVAH | ||||||||
| 8831 VENICE BLVD | LOS ANGELES | CA | 90034 | N/A | PC | To bring psychological and spiritual healing to individuals and families suffering from addiction and other destructive behaviors | $15,000 | |
| BLESSED SACRAMENT SCHOOL | ||||||||
| 6641 WEST SUNSET BLVD | HOLLYWOOD | CA | 90028 | N/A | PC | TO SUPPORT THE SCHOOL BUILDING FUND | $40,000 | |
| CALIFORNIA PROVINCE OF SOCIETY OF JESUS | ||||||||
| 300 COLLEGE AVE | LOS GATOS | CA | 95030 | N/A | PC | To support Jesuits' work in a variety of ministries including higher and secondary education, parish and retreat work, and social services for the poor and marginalized | $25,000 | |
| CASA COLINA INC | ||||||||
| 255 E BONITA AVE | POMONA | CA | 91767 | N/A | PC | To provide individuals the opportunity to reach their maximim medical recovery and rehabilitation potential efficiently in an environment that recognizes their uniqueness, dignity and self esteem | $1,500 | |
| CATHOLIC ARCHDIOCESE OF LOS ANGELES | ||||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | N/A | PC | TO SUPPORT THE ADOPT-A-FAMILY PROGRAM WITHOUT REGARD TO RACE, RELIGION, OR NATIONALITY BY RESPONDING TO EMERGENCIES AND FIGHTING POVERTY | $6,000 | |
| CATHOLIC ARCHDIOCESE OF LOS ANGELES | ||||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | N/A | PC | To Support St. John's Seminary in their 75th Anniversary | $25,000 | |
| CATHOLIC ARCHDIOCESE OF LOS ANGELES | ||||||||
| 3424 WILSHIRE BLVD | LOS ANGELES | CA | 90010 | N/A | PC | TO SUPPORT THE CARDINAL'S AWARD DINNER | $5,000 | 1000 NORTH ALAMEDA STREET |
| CATHOLIC BIG BROTHERS BIG SISTERS | ||||||||
| 1530 JAMES M WOOD BLVD 2ND FLOOR | LOS ANGELES | CA | 90015 | N/A | PC | To Assist CBBBS in working with youth facing adversity, serving approximately 400 young people with one-to-one mentoring matches; assessing another 400 children and their families for services (and other social service referrals); and screening and training 500 adults as potential mentors or skilled volunteers | $5,000 | |
| CATHOLIC CHARITIES OF LOS ANGELES INC | ||||||||
| 3250 WILSHIRE BLVD SUITE 1010 | LOS ANGELES | CA | 90010 | N/A | PC | TO PROVIDE SUPPORT FOR YOUTH JOB TRAINING, EDUCATION AND CONSELING | $50,000 | |
| CATHOLIC RELIEF SERVICES | ||||||||
| 228 W LEXINGTON ST | BALTIMORE | MD | 21201 | N/A | PC | SUPPORT FOR ASSISTANCE TO THE POOR OVERSEAS WITHOUT REGARD TO RACE, RELIGION, OR NATIONALITY BY RESPONDING TO EMERGENCIES AND FIGHTING POVERTY | $25,000 | |
| CHILDREN OF THE NIGHT | ||||||||
| 14530 SYLVAN STREET | VAN NUYS | CA | 91411 | N/A | PC | TO RESCUE YOUNG CHILDREN FROM SEXUAL PREDATORS | $5,000 | |
| COMMUNITY MATTERS | ||||||||
| 652 PETALUMA AVENUE STE J1 | SEBASTOPOL | CA | 95472 | N/A | PC | To collaborate with schools and communities in creating safe and inclusive environments where all youth and adults thrive | $1,000 | |
| CONCERN FOUNDATION | ||||||||
| 1026 S ROBERTSON BLVD | LOS ANGELES | CA | 90027 | N/A | PC | TO SUPPORT THE 41ST ANNUAL BLOCK PARTY | $6,000 | |
| COVENANT HOUSE OF CALIFORNIA | ||||||||
| 1325 N WESTERN AVE | LOS ANGELES | CA | 90027 | N/A | PC | SUPPORT REHABILITATION OF HOMELESS YOUTH | $2,500 | |
| DAUGHTER OF MARY & JOSEPH | ||||||||
| 5300 Crest Rd | Rancho Palos Verdes | CA | 90275 | N/A | PC | To provide an environment of serenity, prayer, and natural beauty: through sponsored programs and hospitality, the retreat center creates opportunities for the personal and spiritual growth of each person who comes to these sacred grounds | $5,000 | |
| DAUGHTERS OF ST PAUL | ||||||||
| 3908 SEPULVEDA BLVD | CULVER CITY | CA | 90230 | N/A | PC | Grant Request for Bathrooms and Van Repair | $5,000 | |
| DOCTORS WITHOUT BORDERS USA | ||||||||
| 333 SEVENTH AVE 2ND FLOOR | NEW YORK | NY | 10001 | N/A | PC | EBOLA PROGRAM | $10,000 | |
| DOLORES MISSION SCHOOL | ||||||||
| 170 SOUTH GLESS STREET | LOS ANGELES | CA | 90033 | N/A | PC | PROVIDE SUPPLIES FOR AFTER SCHOOL PROGRAM | $20,000 | |
| DOLORES MISSION | ||||||||
| 170 SOUTH GLESS STREET | LOS ANGELES | CA | 90033 | N/A | PC | PROVIDE SUPPORT FOR THE JESUIT CHARITIES GOLF TOURNAMENT | $2,500 | |
| EASTER SEALS | ||||||||
| 910 Soquel Dr | Aptos | CA | 95003 | N/A | PC | To provide support, education and advocacy for children and adults with disabilities and their families | $1,500 | |
| EQUI-ED | ||||||||
| 1535 FARMERS LANE NO 217 | SANTA ROSA | CA | 95405 | N/A | PC | PROVIDE SUPPORT FOR EQUESTRIAN THERAPY AS MEDICAL TREATMENT | $7,500 | |
| EXCEPTIONAL CHILDREN'S FOUNDATION | ||||||||
| 8740 WEST WASHINGTON BLVD | CULVER CITY | CA | 90232 | N/A | PC | SUPPORT HIGHEST QUALITY SERVICES FOR CHILDREN AND ADULTS WHO ARE CHALLENGED WITH DEVELOPMENTAL, LEARNING AND EMOTIONAL DISABILITIES | $5,000 | |
| FAULKNER CITY COUNCIL ON AGING INC | ||||||||
| PO BOX 1429 | CONWAY | AR | 72033 | N/A | PC | TO SUPPORT PROGRAMS FOR THE ELDERLY | $16,667 | |
| FOUNDATION FOR THE HUMANITIES IN MEDICINE | ||||||||
| 350 PARNASSUS AVE STE 900 | SAN FRANCISCO | CA | 94117 | N/A | PC | To Assist the Foundation in its mission to promote humanities in medical practice | $14,000 | |
| FRANK D LANTERMAN REGIONAL CENTER | ||||||||
| 6636 SELMA AVENUE | HOLLYWOOD | CA | 90028 | N/A | PC | FOR SUPPORT OF HOLIDAYS ARE FOR SHARING PROGRAM AND ALSO TO SERVE THE NEEDS OF THE POOR | $5,000 | |
| FRANK D LANTERMAN REGIONAL CENTER | ||||||||
| 6636 SELMA AVENUE | HOLLYWOOD | CA | 90028 | N/A | PC | TO SUPPORT THE TOY LOAN PROGRAM | $35,000 | |
| GLOBAL FOUNDATION FOR PEROXISOMAL DISORDER | ||||||||
| 5147 S HARVARD AVE SUITE 181 | TULSA | OK | 74135 | N/A | PC | To help children and families faced with a diagnosis of a Peroxisomal Biogenesis Disorder (in the Zellweger Spectrum of Disordres) and to assist family members and professionals through educational programs, research, and support services | $5,000 | |
| GREEN DOG RESCUE PROJECT | ||||||||
| 1083 VINE ST 237 | HEADSBURG | CA | 94558 | N/A | PC | To support the organization in its mission to revolutionalize the current animal shelter model, with a nature-based alternative, providing sanctuary and rehabilitation for dogs at risk of euthanasia and improving relationships with their human families through education, training and outreach programs | $2,500 | |
| HEALDSBURG MUSEUM | ||||||||
| 221 MATHESON ST | HEALDSBURG | CA | 95448 | N/A | PC | TO SUPPORT BUILDING RENOVATIONS | $7,500 | |
| HOLLYWOOD WILSHIRE YMCA | ||||||||
| 1553 SCHRADER BLVD | LOS ANGELES | CA | 90028 | N/A | PC | TO SUPPORT A BRIGHTER FUTURE PROGRAM | $5,000 | |
| HOMEBOY INDUSTRIES | ||||||||
| 130 W BRUNO STREET | LOS ANGELES | CA | 90012 | N/A | PC | PROVIDE SUPPORT FOR OUTREACH TO HIGH-RISK, FORMERLY GANG INVOLVED YOUTH IN LOS ANGELES, and Sponsor to the LA Maximo Awards Dinner 2015 | $25,000 | |
| IGNATIAN VOLUNTEER CORPS | ||||||||
| 801 ST PAUL ST | BALTIMORE | MD | 21202 | N/A | PC | TO PROVIDE OPPORTUNITIES FOR MEN AND WOMEN AGE 50 AND OLDER TO SERVE THE NEEDS OF THE POOR; AND TO SUPPORT THE MADONNA DELLA STRADA CELEBRATION | $2,500 | |
| JEFFREY MODELL FOUNDATION INC | ||||||||
| 780 Third Ave | New York | NY | 10017 | N/A | PC | TO SUPPORT THE ANNUAL DINA LAVIGNA BREATH OF LIFE FUND Triathlon/Relay 2015 Fundraiser to Support JMF IN THE EARLY DIAGNOSIS, TREATMENT AND ULTIMATE CURE OF PRIMARY IMMUNE DEFICIENCIES. THE FOUNDATIONS PRIMARY MISSION IS SCIENTIFIC RESEARCH, PHYSICIAN AND PATIENT EDUCATION, AND PATIENT SUPPORT | $15,000 | |
| LOS ANGELES MISSION | ||||||||
| PO BOX 60127 | LOS ANGELES | CA | 90060 | N/A | PC | TO HELP PROVIDE FOOD TO THE HOMELESS OF LOS ANGELES | $1,500 | |
| LOS ANGELES PREGNANCY SERVICES | ||||||||
| 2524 W 7TH ST | LOS ANGELES | CA | 90057 | N/A | PC | TO PROVIDE SUPPORT FOR PREGNANT MOTHERS | $40,000 | |
| LOTUS OUTREACH | ||||||||
| 403 BEACH DRIVE | APTOS | CA | 95003 | N/A | PC | SUPPORT FOR EDUCATION, HEALTH, AND SAFETY OF AT- RISK WOMEN AND CHILDREN IN THE THIRD WORLD | $15,000 | |
| MAKING THE RIGHT CONNECTIONS INC | ||||||||
| 3250 WILSHIRE BLVD SUITE 1010 | LOS ANGELES | CA | 90010 | N/A | PC | SUPPORT FOR EDUCATIONAL ENRICHMENT AND GANG PREVENTION EDUCATION, AND ALLEVIATION OF POVERTY | $10,000 | |
| MONASTERY OF THE ANGELS | ||||||||
| 1977 CARMEN AVENUE | LOS ANGELES | CA | 90006 | N/A | PC | SUPPORT FOR RELIGIOUS ACTIVITIES | $5,000 | |
| NATIONAL VETERANS FOUNDATION | ||||||||
| 9841 AIRPORT BLVD STE 418 | LOS ANGELES | CA | 90045 | N/A | PC | SUPPORT FOR CRISIS MANAGEMENT, INFORMATION AND REFERRAL NEEDS TO VETERANS AND THEIR FAMILIES | $10,000 | |
| NORTH SONOMA COUNTY SERVICES | ||||||||
| 209 MATHESON ST | HEADSBURG | CA | 95448 | N/A | PC | To assist NSCS put basic program structures in place to aid with sobriety, income and permanent housing to homeless individuals in Headsburg, CA | $2,500 | |
| PAX ET BONUM COMMUNICATIONS INC | ||||||||
| 827 N HOLLYWOOD WAY 555 | BURBANK | CA | 91505 | N/A | PC | SUPPORT PROGRAMS THAT ENCOURAGE CARING AND COMPASSION FOR THOSE IN DIRE NEED AND TO PROCLAIM THROUGH IMAGE AND WORD INCLUDING PRODUCTION OF FILMS AND PUBLICATION OF WRITTEN MATERIALS IN ADDRESSING THE NEEDS OF THE POOR | $15,000 | |
| PEDIATRIC DENTAL INITIATIVE OF THE NORTH COAST | ||||||||
| 1380 19TH HOLE DRIVE | WINDSOR | CA | 95492 | N/A | PC | To maintain a sustainable dentistry resource that will serve the low income children of Northern California who need safe sedation for dental treatment, and to provide prevention education and promote oral health | $1,000 | |
| PRESENTATION LEARNING CENTER | ||||||||
| 2216 E 108TH STREET | LOS ANGELES | CA | 90059 | N/A | PC | UNION SISTERS OF THE PRESENTATION OF THE BLESSED VIRGIN MARY | $15,000 | |
| PROFESSIONAL DANCERS SOCIETY | ||||||||
| 20501 VENTURA BLVD | WOODLAND HILLS | CA | 91364 | N/A | PC | To provide contributions for American dancers through donations and fundraisers, to educate the public in traditional dancers in the old cimema | $40,000 | |
| PROVIDENCE SAINT JOSEPH FOUNDATION | ||||||||
| 501 S BUENA VISTA ST | BURBANK | CA | 91505 | N/A | PC | SUPPORT HEALTH PROGRAMS | $1,000 | |
| REDWOOD EMPIRE FOOD BANK | ||||||||
| 3320 INDUSTRIAL DRIVE | SANTA ROSA | CA | 95403 | N/A | PC | TO MEET THE HUNGER NEEDS OF DISADVANTEGED PEOPLE IN SONOMA COUNTY | $2,500 | |
| ROTARY CLUB OF LOS ANGELES FOUNDATION | ||||||||
| 523 W 6TH STREET SUITE 718 | LOS ANGELES | CA | 90014 | N/A | PC | TO SUPPORT THE ADVANCEMENT OF HUMANTARIAN SERVICE THROUGH THE IMPROVEMENT OF HEALTH, SUPPORT OF EDUCATION, AND ALLEVIATION OF POVERTY | $2,500 | |
| ROTTS OF FRIENDS ANIMAL RESCUE | ||||||||
| 34505 COUNTY ROAD 29 | WOODLAND | CA | 95695 | N/A | PC | SUPPORT FOR ANIMAL RESCUE AND DELIVERY OF COMPASSIONATE TOUCH TO HOMEBOUND OR HOSPITALIZED MEN, WOMEN, AND CHILDREN | $30,000 | |
| SAINT JOHN'S HEALTH CENTER FOUNDATION | ||||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | N/A | PC | TO SUPPORT THE Activities of the Child and Family Development Center's Helen Reid Parenting Program | $27,500 | |
| SAINT JOHN'S HEALTH CENTER FOUNDATION | ||||||||
| 2121 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | N/A | PC | TO PROVIDE LEADERSHIP AND PHILANTHROPIC SUPPORT TO PROVIDENCE SAINT JOHN'S HEALTH CENTER AND JOHN WAYNE CANCER INSTITUTE, THAT SERVE AS CATALYSTS FOR EXCEPTIONAL HEALTH CARE AND RESEARCH | $2,500 | |
| SAINT JOSEPH CENTER | ||||||||
| 204 HAMPTON DRIVE | VENICE | CA | 90291 | N/A | PC | TO SUPPORT BREAD AND ROSES CAFE | $7,500 | |
| SISTERS OF SOCIAL SERVICE OF LOS ANGELES | ||||||||
| 4316 LANAI RD | ENCINO | CA | 91436 | N/A | PC | To fulfill the Gospel call to care for the poor and alienated; The right of all people to live in dignity is at the heart of our work and of our religious faith | $10,000 | |
| SONOMA VALLEY FILM SOCIETY | ||||||||
| PO BOX 1613 | SONOMA | CA | 95476 | N/A | PC | TO SUPPORT VAMOS AL CINE | $18,000 | |
| SPECIAL OLYMPICS | ||||||||
| 1133 19TH STREET NW | WASHINGTON | DC | 200363604 | N/A | PC | SUPPORT FOR SPORTS TRAINING AND COMPETITION TO PERSONS WITH INTELLECTUAL DISABILITIES | $1,000 | |
| ST ANNE'S FOUNDATION | ||||||||
| 155 N OCCIDENTAL BLVD | LOS ANGELES | CA | 90026 | N/A | PC | GRANT FOR BEVERLY TERRACE | $5,000 | |
| ST JUDE CHILDREN'S RESEARCH HOSPITAL | ||||||||
| 501 ST JUDE PLACE | MEMPHIS | TN | 38105 | N/A | PC | SUPPORT FOR MEDICAL RESEARCH | $2,500 | |
| THE CENTER AT BLESSED SACRAMENT | ||||||||
| 6636 SELMA AVE | LOS ANGELES | CA | 90028 | N/A | PC | GRANT FOR CENTER FACILITIES | $10,000 | |
| THE HEART TOUCH PROJECT | ||||||||
| 3400 AIRPORT AVENUE 42 | SANTA MONICA | CA | 90405 | N/A | PC | SUPPORT FOR EDUCATION DEDICATED TO THE TRAINING AND DELIVERY OF COMPASSIONATE TOUCH TO HOMEBOUND OR HOSPITALIZED MEN, WOMEN, AND CHILDREN | $15,000 | |
| TIERRA DEL SOL FOUNDATION | ||||||||
| 9919 SUNLAND BLVD | SUNLAND | CA | 91040 | N/A | PC | To empower people with disabilities to fulfill their potential and desire to become productive citizens who are accepted, included, and valued for the contributions they make to the economic, civic, and cultural vitality of the community | $2,500 | |
| UNITED STATES FUND FOR UNICEF | ||||||||
| 125 MAIDEN LANE | NEW YORK | NY | 10038 | N/A | PC | SUPPORT FOR SAMALIA/AFRICIAN HORN RELIEF | $1,000 | |
| VALLEY FAMILY CENTER | ||||||||
| 302 S BRAND BLVD | SAN FERNANDO | CA | 91340 | N/A | PC | SUPPORT FOR THE COUNSELING OF MARRIAGE, FAMILY AND CHILDREN | $25,000 | |
| VERBUM DEI HIGH SCHOOL | ||||||||
| 11100 S CENTRAL AVE | LOS ANGELES | CA | 90059 | N/A | PC | SUPPORT UNDERPRIVLIDGED YOUTH EDUCATION PROGRAMS | $12,500 | |
| VILLA ESPERANZA SERVICES | ||||||||
| 2060 EAST VILLA STREET | PASADENA | CA | 91107 | N/A | PC | To provide the tools and support to persons with intellectual and developmental disabilities | $15,000 | |
| YWCA SONOMA COUNTY | ||||||||
| 1111 COLLEGE AVE | SANTA ROSA | CA | 95404 | N/A | PC | SUPPORT A SPECIAL PLACE PRESCHOOL PROGRAM | $40,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $793,667 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp | |
| Int On Sav And Temp Cash Invst | IntOnSavAndTempCashInvstGrp |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $279,028 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp | |
| Gain Sales Ast Oth Than Invntry | GainSalesAstOthThanInvntryGrp | |
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp (6 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| INTELLECTUAL ROYALTIES | 15 | $129,741 |
| OIL ROYALTIES | 15 | $302,459 |
| PARTNERSHIP INCOME - MACFED | 14 | |
| ENTERTAINMENT ROYALTIES | 15 | $6,865 |
| PARTNERSHIP INCOME - MACROOS | 14 | |
| TAX REFUND | 01 | $5,000 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $723,093 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $723,093 | 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 (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAX PREPARATION | $17,909 | $8,955 | $8,954 |
| AUDIT FEES | $13,000 | $6,500 | $6,500 |
| BOOKKEEPING | $750 | $375 | $375 |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | LAND-RIVERSIDE | PropertyDesc |
| Acquired | 2009-09-22 | AcquiredDt |
| Cost Or Other Basis | $1,016,500 | CostOrOtherBasisAmt |
| Prior Year Depreciation | $0 | PriorYearDepreciationAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | EXPLANATION OF TRANSACTIONS WITH RELATED PARTIES | IdentifierTxt |
| Form And Line Reference | EXPLANATION OF TRANSACTIONS WITH RELATED PARTIES | FormAndLineReferenceDesc |
| Medium Explanation | FORM 990-PF, PART VII-B, LINE 1(A)(3) The Foundation LEASES A FACILITY WITH ONE OF ITS TRUSTEES, Al Marsella, CPA, and pays 2/3 portion of rent and expenses. The Foundation makes payments directly to the third party vendor. This allocation is based on SQUARE FOOTAGE OCCUPIED and is reasonable and necessary for the Foundation to carry out its exempt purposes, and accordingly, are not considered acts of self-dealing. FORM 990-PF, PART VII-B, LINE 1(A)(4) Legal Fees are paid to the law firm of one of the trustees, Joseph Berberich, who is a partner at Manning, Leaver, Bruder and Berberich (MLBB), for legal and administrative services required by the Foundation during the year. The fees paid to the Firm are reasonable and necessary for the Foundation to carry out its exempt purposes, and accordingly, are not considered acts of self-dealing. Management consultant fees and bookkeeping fees were paid to one of the trustees, Al Marsella CPA, for providing professional services that would be performed of a Foundation Manager. The fees paid are reasonable and necessary for the Foundation to carry out its exempt purposes, and accordingly, are not considered acts of self-dealing. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GNMA FUND ADMIRAL SHARES | $357,090 | $357,090 |
| INTER-TERM INVEST-GR ADM | $913,436 | $913,436 |
| SHORT-TERM INVEST-GR ADM | $1,484,212 | $1,484,212 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (8 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| MANULIFE FINANCIAL CORPORATION | $147,193 | $147,193 |
| EMERGING MKTS STK INDX ADM | $475,140 | $475,140 |
| INTERNATIONAL GROWTH ADM | $327,698 | $327,698 |
| LARGE-CAP INDEX FUND ADM | $983,211 | $983,211 |
| REIT INDEX FUND ADM | $2,636,957 | $2,636,957 |
| SMALL-CAP INDEX FUND ADM | $1,187,996 | $1,187,996 |
| TOTAL STOCK MKT IDX ADM | $823,507 | $823,507 |
| 500 INDEX FUND ADM | $1,452,906 | $1,452,906 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | LAND-RIVERSIDE | CategoryOrItemTxt |
| Cost Or Other Basis | $1,016,500 | CostOrOtherBasisAmt |
| Accumulated Depreciation | $0 | AccumulatedDepreciationAmt |
| Book Value | $1,016,500 | BookValueAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| OIL INTERESTS | $1,513,743 | $1,513,743 |
| INTELLECTUAL PROPERTY | $287,000 | $287,000 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ADMINISTRATIVE CONSULTATIONS | CategoryTxt |
| Legal Fees | $2,288 | LegalFeesAmt |
| Net Investment Income | $1,144 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $1,144 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| BOY Book Value | $1,065,754 | BOYBookValueAmt |
| EOY Book Value | $115,754 | EOYBookValueAmt |
| EOYFMV | $115,754 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSS | Desc |
| Amt | $319,323 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $4,818 | $2,409 | $2,409 |
| INSURANCE | $6,098 | $3,049 | $3,049 |
| STORAGE (INTELLECTUAL PROP) | $3,371 | $3,371 | |
| INTERNET | $436 | $218 | $218 |
| PRINTING & POSTAGE | $861 | $431 | $430 |
| OFFICE EXPENSES | $851 | $426 | $425 |
| INTELLECTUAL PROPERTY EXPENSE | $389 | $389 | |
| OTHER EXPENSES | $1,074 | $537 | $537 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (6 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Intellectual Royalties | $129,741 | $129,741 |
| Oil Royalties | $302,459 | $302,459 |
| PARTNERSHIP INCOME - MACROOS | $0 | -$22,244 |
| PARTNERSHIP INCOME - MACFED | $0 | $12,111 |
| Entertainment Royalties | $6,865 | $6,865 |
| Tax Refund | $5,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (5 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA OIL TAX | $26,824 | $26,824 | |
| FEDERAL EXCISE TAX | $20,000 | ||
| FOREIGN TAXES | $1,978 | $1,978 | |
| CALIF. ATTORNEY GENERAL | $50 | $50 | |
| CALIF. EXEMPT ORG FILING FEES | $10 | $10 |
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