KEBOK FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- KEBOK FOUNDATION (EIN 30-0106301)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-10-21
- IRS object ID
- 201632959349100008
- 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
- Schedule B
- Accounting Fees Schedule
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-10-21T13:41:20-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | 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 | 300106301 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kebok Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | KEBO | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KATHLEEN KIM | PersonNm |
| Person Title | secretary | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2016-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| 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) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,982,001 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $500,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $57 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $57 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $113,200 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $104,057 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $39,624 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,309,552 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $39,624 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $50 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $652,931 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $143,738 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Accounting Fees Rev And Expnss | $1,800 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $1,800 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $33,479 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $21,255 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $12,224 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,017 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $52 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $9,520 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $3,687 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $5,833 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $49,816 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $24,994 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,857 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $148,779 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $148,779 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $198,595 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $24,994 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $168,636 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $454,336 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $118,744 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $587,668 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $818,906 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $818,906 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $190,505 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $1,634,734 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,900,786 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,948,714 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,026,727 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $208,872 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $214,381 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $3,439,634 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,928,564 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,982,001 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $3,439,634 | CapitalStockBOYAmt |
| Retained Earning EOY | $3,928,564 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,439,634 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,928,564 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,439,634 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,928,564 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,439,634 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $454,336 | ExcessRevenueOverExpensesAmt |
| Other Increases | $34,594 | OtherIncreasesAmt |
| Subtotal | $3,928,564 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,928,564 | 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 |
| Gross Sales Price | $3,309,552 | GrossSalesPriceAmt |
| Cost Or Other Basis | $3,269,928 | CostOrOtherBasisAmt |
| Gain Or Loss | $39,624 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $39,624 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $39,624 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $128,397 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,244,857 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.039569 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $118,170 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,656,833 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.044478 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $101,131 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,016,669 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050148 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $67,457 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,263,859 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.053374 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $67,300 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,357,670 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.04957 | DistributionYr5Rt |
| Total Distribution | 0.237139 | TotalDistributionRt |
| Average Distribution | 0.047428 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,720,566 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $176,459 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,187 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $177,646 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $168,636 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,375 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,375 | SubtotalAmt |
| Tax Based On Investment Income | $2,375 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,478 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,478 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $2,103 | OverpaymentAmt |
| Applied To ES Tax | $2,103 | 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 | MI | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | 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 |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| 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 |
|---|---|---|---|---|---|---|---|---|
| Bouh Kim | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | VP / Dir | 10.0 | $0 | $0 | $0 |
| Eric C Kim | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Treas | 10.0 | $0 | $0 | $0 |
| Kathleen C Kim | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Dir / Sec | 10.0 | $0 | $0 | $0 |
| Soon K Kim | ||||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Pres / Dir | 10.0 | $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 | $3,404,922 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $372,302 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,777,224 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,777,224 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $56,658 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,720,566 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $186,028 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $186,028 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,375 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,375 | TotalTaxAmt |
| Distributable Before Adj | $183,653 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $183,653 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $183,653 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $168,636 | 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 | $168,636 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $168,636 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $183,653 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $57,957 | UndistributedIncomePYAmt |
| Prior Year1 | 2013 | PriorYear1Yr |
| Prior Year2 | 2012 | PriorYear2Yr |
| Prior Year3 | 2011 | PriorYear3Yr |
| Qualifying Distributions | $168,636 | QualifyingDistributionsAmt |
| Applied To Year1 | $57,957 | AppliedToYear1Amt |
| Applied To Current Year | $110,679 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Undistributed Income CY | $72,974 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $0 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (44 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| A BEAUTIFUL COMMUNICATION | |||||||
| 1633 E 4TH ST STE 138 | SANTA ANA | CA | 92701 | N/A | PC | General & Unrestricted | $1,000 |
| ARMORY CENTER FOR THE ARTS | |||||||
| 145 N RAYMOND AVE | PASADENA | CA | 91103 | N/A | PC | General & Unrestricted | $1,000 |
| ASIAN AMERICANS ADVANCING JUSTICE LOS ANGELES | |||||||
| 1145 WILSHIRE BLVD 2ND FL | LOS ANGELES | CA | 90017 | N/A | PC | Loyola Immigrant Justice Clinic | $25,000 |
| BETWEEN FRIENDS | |||||||
| 2301 W HOWARD ST | CHICAGO | IL | 60645 | N/A | PC | General & Unrestricted | $1,000 |
| CALIFORNIA INSTITUTE OF TECHNOLOGY | |||||||
| M/C 5-32 1200 E CALIFORNIA BLVD | PASADENA | CA | 91125 | N/A | PC | Athenaeum Fund | $5,000 |
| CALIFORNIA INSTITUTE OF THE ARTS | |||||||
| 24700 MCBEAN PKWY | VALENCIA | CA | 91355 | N/A | PC | RedCat fund | $1,000 |
| CARE FOR REAL | |||||||
| 5339 N SHERIDAN RD | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $1,000 |
| CATHOLIC CHARITIES OF THE DIOCESE OF SANTA ROSA | |||||||
| PO BOX 4900 | SANTA ROSA | CA | 95402 | N/A | PC | General & Unrestricted | $4,000 |
| COALITION TO ABOLISH SLAVERY & TRAFFICKING | |||||||
| 5042 WILSHIRE BLVD NO 586 | LOS ANGELES | CA | 90036 | N/A | PC | for programs assisting immigrant trafficked persons | $3,000 |
| EWHA GIRLS HIGH SCHOOL ALUMNAE ASSOCIATION OF SOUT | |||||||
| 2217 MONTROSE AVE UNIT 9 | MONTROSE | CA | 91020 | N/A | PC | General & Unrestricted | $1,000 |
| FRIENDS OF MHMRA OF HARRIS COUNTY | |||||||
| 9401 SW FWY | HOUSTON | TX | 77074 | N/A | PC | General & Unrestricted | $4,000 |
| GEORGETOWN PROJECT | |||||||
| PO BOX 957 | GEORGETOWN | TX | 78627 | N/A | PC | General & Unrestricted | $4,000 |
| GRANT HALLIBURTON FOUNDATION INC | |||||||
| 601 HOMEWOOD DR | PLANO | TX | 75025 | N/A | PC | General & Unrestricted | $4,000 |
| HUMAN RESOURCES LA INC | |||||||
| 2200 BRIER AVE | LOS ANGELES | CA | 90039 | N/A | PC | the Los Angeles Contemporary Archive Fund | $2,500 |
| INSPIRATION CORPORATION | |||||||
| 4554 N BROADWAY ST STE 207 | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $1,000 |
| INTERNATIONAL RESCUE COMMITTEE | |||||||
| 405 14TH ST STE 1415 | OAKLAND | CA | 94612 | N/A | PC | to support services to Syrian refugees | $5,000 |
| JASON FOUNDATION | |||||||
| 18 VOLUNTEER DR STE 5 | HENDERSONVILLE | TN | 37075 | N/A | PC | General & Unrestricted | $1,000 |
| KOREAN AMERICAN COALITION | |||||||
| 3727 W 6TH ST | LOS ANGELES | CA | 90020 | N/A | PC | General & Unrestricted | $1,000 |
| LAXART | |||||||
| 7000 SANTA MONICA BLVD | W HOLLYWOOD | CA | 90038 | N/A | PC | General & Unrestricted | $1,000 |
| LIGHT FOR LIFE FOUNDATION OF SOUTHERN CALIFORNIA I | |||||||
| 7700 EL CAMINO REAI | CARLSBAD | CA | 92009 | N/A | PC | General & Unrestricted | $1,250 |
| MACHINE PROJECT | |||||||
| 1200D N ALVARADO ST | LOS ANGELES | CA | 90026 | N/A | PC | General & Unrestricted | $500 |
| MAK CENTER FOR ART AND ARCHITECTURE | |||||||
| 835 N KINGS RD | W HOLLYWOOD | CA | 90069 | N/A | PC | General & Unrestricted | $500 |
| MONTE VISTA GROVE HOMES | |||||||
| 2889 SAN PASQUAL ST | PASADENA | CA | 91107 | N/A | PC | General & Unrestricted | $5,000 |
| NAMI KERN COUNTY CHAPTER | |||||||
| PO BOX 9144 | BAKERSFIELD | CA | 93389 | N/A | PC | General & Unrestricted | $4,000 |
| NAMI SAN DIEGO | |||||||
| 5095 MURPHY CANYON RD STE 320 | SAN DIEGO | CA | 92123 | N/A | PC | General & Unrestricted | $1,500 |
| NAMI VALLEY OF THE SUN | |||||||
| 5025 E WASHINGTON ST | PHOENLX | AZ | 85034 | N/A | PC | General & Unrestricted | $8,000 |
| NAMI-VENTURA COUNTY | |||||||
| PO BOX 1613 | CAMARILLO | CA | 93011 | N/A | PC | General & Unrestricted | $2,000 |
| NATIONAL IMMIGRATION LAW CENTER | |||||||
| 3435 WILSHIRE BLVD STE 2850 | LOS ANGELES | CA | 90010 | N/A | PC | General & Unrestricted | $9,000 |
| NEVADA CHILDRENS CENTER INC | |||||||
| 5615 S PECOS RD | LAS VEGAS | NV | 89120 | N/A | PC | General & Unrestricted | $4,000 |
| OPERATION SAFE HOUSE INC | |||||||
| 9685 HAYES ST | RIVERSIDE | CA | 92503 | N/A | PC | General & Unrestricted | $4,000 |
| PARKINSONS DISEASE FOUNDATION INC | |||||||
| 1359 BROADWAY RM 1509 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $1,000 |
| POWAY UNIFIED SCHOOL DISTRICT | |||||||
| 15250 AVE OF SCIENCE | SAN DIEGO | CA | 92128 | N/A | PC | General & Unrestricted | $1,250 |
| POWAY UNIFIED SCHOOL DISTRICT | |||||||
| 15250 AVE OF SCIENCE | SAN DIEGO | CA | 92128 | N/A | PC | Poway Unified School District Foundation | $1,250 |
| PROJECT X FOUNDATION FOR ART AND CRITICISM | |||||||
| 5150 DAHLIA DR | LOS ANGELES | CA | 90041 | N/A | PC | General & Unrestricted | $2,000 |
| PUENTE HOUSE FOUNDATION | |||||||
| 444 W BADILLO ST | COVINA | CA | 91723 | N/A | PC | General & Unrestricted | $4,000 |
| REINS OF H O P E | |||||||
| PO BOX 1156 | OJAI | CA | 93024 | N/A | PC | General & Unrestricted | $2,000 |
| RISE RECOVERY | |||||||
| PO BOX 782155 | SAN ANTONIO | TX | 78278 | N/A | PC | General & Unrestricted | $4,000 |
| ROSALIND FRANKLIN UNIVERSITY OF MEDICINE AND SCIEN | |||||||
| 3333 GREEN BAY RD | NORTH CHICAGO | IL | 60064 | N/A | PC | General & Unrestricted | $500 |
| SALVATION ARMY PASADENA RESIDENCES INC | |||||||
| 180 E OCEAN BLVD | LONG BEACH | CA | 90802 | N/A | PC | General & Unrestricted | $4,000 |
| SARAHS CIRCLE | |||||||
| 4838 N SHERIDAN RD | CHICAGO | IL | 60640 | N/A | PC | General & Unrestricted | $1,000 |
| SOCIETY FOR THE ACTIVATION OF SOCIAL SPACE THROUGH | |||||||
| PO BOX 50386 | LOS ANGELES | CA | 90050 | N/A | PC | General & Unrestricted | $1,000 |
| TRANSITIONS - MENTAL HEALTH ASSOCIATION | |||||||
| PO BOX 15408 | SN LUIS OBISP | CA | 93406 | N/A | PC | General & Unrestricted | $5,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA - DAVIS SCHOOL O | |||||||
| 3715 MCCLINTOCK AVE STE 110 | LOS ANGELES | CA | 90089 | N/A | PC | General & Unrestricted | $15,000 |
| WWP INC - WOUNDED WARRIOR PROJECT INC | |||||||
| 4899 BELFORT RD STE 300 | JACKSONVILLE | FL | 32256 | N/A | PC | General & Unrestricted | $529 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $148,779 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $57 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $113,200 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $39,624 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $50 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $152,931 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,931 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Signature Health Care Services LLc | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 29433 Southfield Road | AddressLine1Txt |
| City | Southfield | CityNm |
| State Abbreviation | MI | StateAbbreviationCd |
| ZIP | 480762031 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $500,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Tax Return Preparation/Review | CategoryTxt |
| Amt | $1,800 | Amt |
| Disbursements Charitable Prps | $1,800 | DisbursementsCharitablePrpsAmt |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (4 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BARCLAYS BANK PLC - 5.000% - 0 | $52,374 | $51,283 |
| GE CAP CORP - 4.625% - 01/07/2 | $52,644 | $54,919 |
| JPMORGAN CHASE & CO - 4.950% - | $53,481 | $54,217 |
| TOYOTA MOTOR CREDIT - 4.250% - | $50,373 | $53,962 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ADOBE SYSTEMS, INC | $30,323 | $34,758 |
| ALPHABET INC CL A | $32,904 | $38,901 |
| ALPHABET INC CL C | $19,500 | $30,355 |
| AMER INTERNATIONAL GROUP INC | $45,573 | $46,478 |
| AMERICAN WATER WORKS COMPANY I | $26,341 | $29,875 |
| APPLE INC | $64,465 | $68,419 |
| BANKUNITED, INC | $24,768 | $25,242 |
| BLACKROCK INC | $16,227 | $17,026 |
| BOEING CO | $14,951 | $21,689 |
| CELGENE CORP | $44,444 | $43,114 |
| CERNER CORPORATION | $18,766 | $18,051 |
| CHARLES SCHWAB CORP | $52,309 | $55,981 |
| CHEVRON CORP | $20,536 | $17,992 |
| CNI EMERGING MARKETS CL N | $206,001 | $221,769 |
| CNI FIXED INCOME OPP FD CL N | $840,001 | $791,481 |
| COLGATE-PALMOLIVE COMPANY | $34,472 | $33,310 |
| COMCAST CORP | $36,099 | $36,115 |
| COSTCO WHOLESALE CORPORATION | $33,509 | $38,760 |
| CVS CAREMARK CORP | $42,936 | $48,885 |
| EDWARDS LIFESCIENCES | $39,996 | $44,229 |
| ELI LILLY & CO | $35,941 | $36,232 |
| EOG RESOURCES INC | $15,677 | $14,158 |
| EXXON MOBIL CORP | $34,200 | $32,739 |
| FACEBOOK INC | $27,218 | $31,398 |
| GILEAD SCIENCES INC | $53,918 | $50,595 |
| HCA INC | $29,153 | $22,318 |
| HEXCEL CP DELAWARE | $29,972 | $28,335 |
| HOME DEPOT INC | $27,910 | $43,643 |
| HONEYWELL INTL | $28,995 | $30,035 |
| JP MORGAN CHASE | $30,184 | $36,317 |
| LOWES COMPANIES INC | $27,329 | $30,416 |
| MAGNA INTERNATIONAL INC | $30,912 | $25,958 |
| MASTERCARD INC | $56,246 | $58,416 |
| MICROSOFT CORP | $28,865 | $41,055 |
| NXP SEMICONDUCTORS | $30,365 | $29,488 |
| PRUDENTIAL FINCL INC | $43,049 | $43,147 |
| PULTE GROUP INC | $32,896 | $28,512 |
| SCHLUMBERGER LTD | $26,636 | $24,413 |
| STARBUCKS CORP | $33,410 | $36,018 |
| SYNCHRONY FINANCIAL | $25,373 | $24,632 |
| TEXTRON INC | $41,591 | $44,531 |
| THERMO FISHER SCIENTIFIC INC | $19,802 | $32,626 |
| THIRD AVENUE REAL ESTATE VALUE | $71,000 | $66,509 |
| TWEEDY BROWNE GLOBAL VALUE FUN | $102,000 | $97,002 |
| UNITEDHEALTH GROUP INC | $19,186 | $19,999 |
| VANGUARD SM-CAP ETF | $125,859 | $121,703 |
| VERIZON COMMUNICATIONS | $22,952 | $23,110 |
| VISA INC | $41,956 | $46,530 |
| VOYA GLOBAL REAL ESTATE FUND | $71,000 | $72,749 |
| WABTEC | $35,275 | $27,026 |
| WALT DISNEY HOLDINGS CO | $15,627 | $26,270 |
| WELLS FARGO & CO | $29,466 | $29,898 |
| WHITEWAVE FOODS COMPANY | $12,702 | $10,506 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $2,323 | $2,323 | |
| Administrative Set-Up Fee | $3,500 | $3,500 | |
| Bank Charges | $3,687 | $3,687 | |
| State or Local Filing Fees | $10 | $10 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Federal Tax Refund | Desc |
| Revenue And Expenses Per Books | $50 | RevenueAndExpensesPerBooksAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TO ADJUST CASH TO ACTUAL | Desc |
| Amt | $34,594 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administration of Foundation | $12,224 | $12,224 | |
| Investment Management Services | $21,255 | $21,255 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| 990-PF ESTIMATED TAX FOR 2015 | $4,478 | |
| 990-PF EXCISE TAX FOR 2014 | $487 | |
| FOREIGN TAX PAID | $52 | $52 |
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