FRIEDA C FOX FAMILY FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- FRIEDA C FOX FAMILY FOUNDATION (EIN 95-4775770)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-05-12
- IRS object ID
- 201631339349102068
- 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
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-05-12T13:25:27-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204909532 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEFF BROWN PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 SANSOME STREET 620 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94104 | 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 | 954775770 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | FRIEDA C FOX FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | FRIE | BusinessNameControlTxt |
| Phone | 8185056777 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12411 VENTURA BLVD | AddressLine1Txt |
| City | STUDIO CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CATHY REYNOLDS | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 8185056777 | PhoneNum |
| Signature | 2016-05-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JEFFREY A BROWN | PreparerPersonNm |
| PTIN | P00557838 | PTIN |
| Phone | 4156445300 | PhoneNum |
| Preparation | 2016-05-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-09-27 15:27:22Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $5,449,304 | 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 | $140,516 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $185,502 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $185,502 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$5,630 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $561,375 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $61,671 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $7,925 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $53,746 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $382,059 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $193,427 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $53,746 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $116,636 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $116,636 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $96,201 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $0 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $96,201 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $6,700 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $0 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $6,700 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $8,030 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $8,030 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $8,895 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $8,895 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $35,857 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $16,982 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $18,875 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $15,979 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $15,979 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $116,289 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $116,229 | TravConfMeetingDsbrsChrtblAmt |
| Printing And Pub Rev And Expnss | $1,840 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $1,840 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $22,929 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $103 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $22,826 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $429,356 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $17,085 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $412,211 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $252,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $252,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $681,356 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $17,085 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $664,211 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$299,297 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $176,342 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $53,746 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $36,592 | CashBOYAmt |
| Cash EOY | $115,306 | CashEOYAmt |
| Cash EOYFMV | $115,306 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $108,823 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $87,475 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $87,475 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,635,205 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $2,032,600 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $2,032,600 | USGovtObligationsEOYFMVAmt |
| Corporate Bonds BOY | $1,400,132 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $733,538 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $733,538 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,588,532 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,480,385 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $2,480,385 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $5,769,284 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,449,304 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,449,304 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $5,769,284 | UnrestrictedBOYAmt |
| Unrestricted EOY | $5,449,304 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $5,769,284 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,449,304 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,769,284 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,449,304 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,769,284 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$299,297 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,469,987 | SubtotalAmt |
| Other Decreases | $20,683 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,449,304 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (7 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| TD AMERITRADE ST TRADES | P | $52,270 | $52,175 | $95 | $95 |
| TD AMERITRADE LT TRADES | P | $52,725 | $53,217 | -$492 | -$492 |
| TD AMERITRADE ST TRADES | P | $104,510 | $106,640 | -$2,130 | -$2,130 |
| TD AMERITRADE LT TRADES | P | $59,480 | $61,023 | -$1,543 | -$1,543 |
| CHARLES SCHWAB REDEMPTIONS | P | $139,000 | $139,000 | $0 | $0 |
| CHARLES SCHWAB LT TRADES | P | $153,390 | $154,615 | -$1,225 | -$1,225 |
| THOROFARE K-1 | P | -$335 | -$335 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$5,630 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $516,906 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,821,835 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.088787 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $2,602,890 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,075,081 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.428454 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $681,179 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,496,071 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.104860 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $624,605 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,124,195 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.087674 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $764,560 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,425,957 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.118980 | DistributionYr5Rt |
| Total Distribution | 0.828755 | TotalDistributionRt |
| Average Distribution | 0.165751 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $5,489,441 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $909,880 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,763 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $911,643 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $664,211 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,527 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,527 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,527 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $6,000 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $6,000 | TotalPaymentsAndCreditsAmt |
| Overpayment | $2,473 | OverpaymentAmt |
| Applied To ES Tax | $2,473 | 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 | WWW.FCFOX.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACF PROPERTY MANAGEMENT | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8185056777 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12411 VENTURA BLVD | AddressLine1Txt |
| City | STUDIO CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91604 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| 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 (8 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 |
|---|---|---|---|---|---|---|---|---|
| ALAN C FOX | ||||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | PRESIDENT | 3.00 | $0 | $0 | $0 |
| SCOTT SEMEL | ||||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DAVEEN FOX | ||||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | VP | 1.00 | $0 | $0 | $0 |
| CATHY REYNOLDS | ||||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | TREASURER | 1.00 | $0 | $0 | $0 |
| ALEXIS MARION | ||||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | SECRETARY | 10.00 | $0 | $0 | $0 |
| KATIE MARCUS REKER | ||||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | DIRECTOR | 10.00 | $0 | $0 | $0 |
| NANCY MILLER | ||||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| CAROLYN FOX | ||||||||
| 12411 VENTURA BLVD | STUDIO CITY | CA | 91604 | DIRECTOR | 1.00 | $0 | $0 | $0 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANDREA HERNANDEZ | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 12411 VENTURA BLVD | AddressLine1Txt |
| City | STUDIO CITY | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | EXECUTIVE DIRECTOR | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $116,636 | CompensationAmt |
| Employee Benefits | $6,700 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION SUPPORTS EDUCATIONAL AND YOUTH DEVELOPMENT PROGRAMS IN LOS ANGELES AND SANTA CRUZ COUNTIES WITH CASH GRANTS, TECHNICAL ASSISTANCE, AND MISSION RELATED INVESTMENTS. | Description1Txt |
| Expenses1 | $412,211 | Expenses1Amt |
| Description2 | THE FOUNDATION SUPPORTS YOUTH PHILANTHROPY AND GRANTMAKING THROUGH ITS NATIONAL PROGRAM. | Description2Txt |
| Expenses2 | $252,000 | Expenses2Amt |
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 | $5,473,333 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $99,704 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,573,037 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $5,573,037 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $83,596 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,489,441 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $274,472 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $274,472 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,527 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,527 | TotalTaxAmt |
| Distributable Before Adj | $270,945 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $270,945 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $270,945 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $664,211 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $664,211 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $664,211 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $270,945 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr4 | $272,250 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $360,415 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $2,302,898 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $231,585 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,167,148 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $664,211 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $270,945 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $393,266 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,560,414 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,560,414 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $272,250 | ExcessFromYear4Amt |
| Excess From Year3 | $360,415 | ExcessFromYear3Amt |
| Excess From Year2 | $2,302,898 | ExcessFromYear2Amt |
| Excess From Year1 | $231,585 | ExcessFromYear1Amt |
| Excess From Current Year | $393,266 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 2164 | |||||||
| 445 PARK AVENUE | NEW YORK | NY | 10022 | NONE | 501(C)(3) | ROLE PLAY TOOL DEVELOPMENT | $25,000 |
| 24TH STREET THEATRE COMPANY | |||||||
| 1117 WEST 24TH STREET | LOS ANGELES | CA | 90007 | NONE | 501(C)(3) | AFTER SCHOOL PROGRAM | $3,250 |
| 24TH STREET THEATRE COMPANY | |||||||
| 1117 WEST 24TH STREET | LOS ANGELES | CA | 90007 | NONE | 501(C)(3) | AFTER SCHOOL PROGRAM | $4,000 |
| 9 DOTS COMMUNITY LEARNING CENTER | |||||||
| 931 N HIGHLAND AVENUE | LOS ANGELES | CA | 90038 | NONE | 501(C)(3) | AFTER SCHOOL PROGRAM | $2,000 |
| A PLACE CALLED HOME | |||||||
| 2830 SOUTH CENTRAL AVENUE | LOS ANGELES | CA | 90011 | NONE | 501(C)(3) | COLLEGE PREPARATION PROGRAM | $3,000 |
| ASSOCIATION OF SMALL FOUNDATIONS (DBA EXPONENT PHILANTHROPY) | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | YOUTH PHILANTHROPY RESOUCES DEVELOPMENT | $9,200 |
| ASSOCIATION OF SMALL FOUNDATIONS (DBA EXPONENT PHILANTHROPY) | |||||||
| 1720 N STREET NW | WASHINGTON | DC | 20036 | NONE | 501(C)(3) | YOUTH PHILANTHROPY RESOUCES DEVELOPMENT | $14,500 |
| BIG BROTHERS BIG SISTERS OF THE GREATER VIRGINIA PENNISULA | |||||||
| 364 MCLAWS CIRCLE SUITE 2 | WILLIAMSBURG | VA | 23185 | NONE | 501(C)(3) | YOUTH PROGRAM | $1,250 |
| BRIGHT PROSPECT | |||||||
| 1460 EAST HOLT AVENUE SUITE 74 | PONOMA | CA | 91767 | NONE | 501(C)(3) | COLLEGE PREPARATION PROGRAM | $3,000 |
| COLLEGE MENTORS FOR KIDS | |||||||
| 212 WEST 10TH STREET SUITE B260 | INDIANAPOLIS | IN | 46202 | NONE | 501(C)(3) | COLLEGE PREPARATION PROGRAM | $850 |
| COMMUNITY COALITION FOR SUBSTANCE ABUSE PREVENTION & TREATMENT | |||||||
| 8101 S VERMONT AVENUE | LOS ANGELES | CA | 90044 | NONE | 501(C)(3) | YOUTH PROGRAM | $25,000 |
| DAVENPORT RESOURCE SERVICE CENTER | |||||||
| 406 MAIN STREET SUITE 207 | WATSONVILLE | CA | 95076 | NONE | 501(C)(3) | YOUTH PROGRAM | $2,500 |
| DREAM CATCHERS THERAPEUTIC HORSEMANSHIP | |||||||
| PO BOX 1261 | WILLIAMSBURG | VA | 23185 | NONE | 501(C)(3) | YOUTH PROGRAM | $2,500 |
| DRUG ACTION CENTER (DBA BACON STREET) | |||||||
| 247 MCLAWS CIRCLE | WILLIAMSBURG | VA | 23185 | NONE | 501(C)(3) | YOUTH PROGRAM | $1,250 |
| EMG ENTERPRISE | |||||||
| PO BOX 561338 | LOS ANGELES | CA | 90056 | NONE | 501(C)(3) | YOUTH PROGRAM | $6,000 |
| GREATER HOUSTON COMMUNITY FOUNDATION | |||||||
| 5120 WOODWAY DRIVE SUITE 6000 | HOUSTON | TX | 77056 | NONE | 501(C)(3) | COLLEGE PREPARATION PROGRAM | $2,500 |
| HEART OF LOS ANGELES YOUTH INC | |||||||
| 2701 WILSHIRE BLVD SUITE 100 | LOS ANGELES | CA | 90057 | NONE | 501(C)(3) | COLLEGE PREPARATION PROGRAM | $4,000 |
| JAMESON CAMP INC | |||||||
| 2001 BRIDGEPORT ROAD | INDIANAPOLIS | IN | 46231 | NONE | 501(C)(3) | YOUTH PROGRAM | $750 |
| JOSEPH MALEY FOUNDATION INC | |||||||
| PO BOX 681010 | INDIANAPOLIS | IN | 46268 | NONE | 501(C)(3) | YOUTH PROGRAM | $1,625 |
| LOS ANGELES LGBT CENTER | |||||||
| 1625 N SCHRADER BLVD | LOS ANGELES | CA | 90028 | NONE | 501(C)(3) | YOUTH PROGRAM | $5,000 |
| MAR VISTA FAMILY CENTER | |||||||
| 5075 SOUTH SLAUSON AVENUE | CULVER CITY | CA | 90230 | NONE | 501(C)(3) | YOUTH PROGRAM | $5,000 |
| MARION COUNTY COMMISSION ON YOUTH | |||||||
| 3901 N MERIDIAN STREET SUITE 201 | INDIANAPOLIS | IN | 46208 | NONE | 501(C)(3) | YOUTH PROGRAM | $150 |
| NO LIMITS THEATRE GROUP INC | |||||||
| 9801 WASHINGTON BLVD 2ND FLOOR | CULVER CITY | CA | 90232 | NONE | 501(C)(3) | AFTER SCHOOL PROGRAM | $3,000 |
| PRO COMMUNITY PARTNERSHIP (DBA PROACT COMMUNITY PARTNERSHIP) | |||||||
| 5334 FALLWOOD DRIVE | INDIANAPOLIS | IN | 46220 | NONE | 501(C)(3) | YOUTH PROGRAM | $1,625 |
| PROJECT GRAD LOS ANGELES | |||||||
| 10200 SEPULVEDA BLVD SUITE 255 | MISSION HILLS | CA | 91345 | NONE | 501(C)(3) | COLLEGE PREPARATION PROGRAM | $3,000 |
| PROJECT TOMMOROW | |||||||
| 15707 ROCKFIELD BLVD SUITE 330 | IRVINE | CA | 92618 | NONE | 501(C)(3) | COLLEGE PREPARATION PROGRAM | $3,000 |
| RESONATE INC (DBA SPARK) | |||||||
| 251 RHODE ISLAND STREET SUITE 205 | SAN FRANCISCO | CA | 94103 | NONE | 501(C)(3) | AFTER SCHOOL PROGRAM | $3,500 |
| SANTA CRUZ WRITES | |||||||
| 400 ENCINAL | SANTA CRUZ | CA | 95060 | NONE | 501(C)(3) | YOUTH PROGRAM | $2,000 |
| SOUTH CENTRAL SCHOLARS FOUNDATION | |||||||
| 29000 S WESTERN AVENUE | RANCHO PALOS VERDES | CA | 90275 | NONE | 501(C)(3) | COLLEGE PREPARATION PROGRAM | $3,000 |
| TEAMCHILD | |||||||
| 1225 S WELLER STREET SUITE 420 | SEATTLE | WA | 98144 | NONE | 501(C)(3) | YOUTH PROGRAM | $1,250 |
| THE FOUNDATION CENTER | |||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | NONE | 501(C)(3) | YPC PARTNERSHIP GRANTSONLINE HUB DEVELOPMENT | $75,000 |
| THE FOUNDATION CENTER | |||||||
| 32 OLD SLIP 24TH FLOOR | NEW YORK | NY | 10005 | NONE | 501(C)(3) | PROGRAM ASSISTANCE | $3,300 |
| THE MOCKINGBIRD SOCIETY | |||||||
| 2100 24TH AVENUE SUITE 240 | SEATTLE | WA | 98144 | NONE | 501(C)(3) | YOUTH PROGRAM | $1,250 |
| THE OUTDOOR SCHOOL | |||||||
| 2680 HIGHWAY 154 | SANTA BARBARA | CA | 93105 | NONE | 501(C)(3) | YOUTH PROGRAM | $2,000 |
| TRASH FOR TEACHING | |||||||
| 12815 S WESTERN AVENUE | GARDENA | CA | 90249 | NONE | 501(C)(3) | YOUTH PROGRAM | $5,000 |
| UNITED FRIENDS OF THE CHILDREN | |||||||
| 1055 WILSHIRE BLVD SUITE 1955 | LOS ANGELES | CA | 90017 | NONE | 501(C)(3) | COLLEGE PREPARATION PROGRAM | $2,000 |
| UNITED FRIENDS OF THE CHILDREN | |||||||
| 1055 WILSHIRE BLVD SUITE 1955 | LOS ANGELES | CA | 90017 | NONE | 501(C)(3) | COLLEGE PREPARATION PROGRAM | $3,750 |
| VIETNAMESE FRIENSHIP ASSOCIATION | |||||||
| 3829B S EDMUNDS STREET BOX 9 | SEATTLE | WA | 98118 | NONE | 501(C)(3) | COMMUNITY PROGRAMS | $1,000 |
| YOUTH COMMUNICATION | |||||||
| 224 W 29TH STREET 2ND FLOOR | NEW YORK | NY | 10001 | NONE | 501(C)(3) | YOUTH PROGRAM | $2,500 |
| YOUTH MENTORING CONNECTION | |||||||
| 1818 SOUTH WESTERN AVENUE SUITE 505 | LOS ANGELES | CA | 90006 | NONE | 501(C)(3) | YOUTH PROGRAM | $5,000 |
| YOUTH SPEAK COLLECTIVE | |||||||
| 444 S BRAND STREET SUITE 201 | SAN FERNANDO | CA | 91340 | NONE | 501(C)(3) | YOUTH PROGRAM | $3,500 |
| YOUTH SPEAK COLLECTIVE | |||||||
| 444 S BRAND STREET SUITE 201 | SAN FERNANDO | CA | 91340 | NONE | 501(C)(3) | YOUTH PROGRAM | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $252,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Rev Part VII ProgramServiceRevPartVIIGrp (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| CONFERENCE REGISTRATION FEES | $23,746 |
| RETURNED GRANT | $30,000 |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $185,502 | RelatedOrExemptFunctionIncmAmt |
Net Rntl Incm Re Debt Fincd Prop NetRntlIncmReDebtFincdPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $7,925 | RelatedOrExemptFunctionIncmAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 531110 | BusinessCd |
| Exclusion | 01 | ExclusionCd |
| Related Or Exempt Function Incm | -$5,630 | RelatedOrExemptFunctionIncmAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | BusinessBusinessCd | ExclusionExclusionCd |
|---|---|---|
| FEDERAL INCOME TAX REFUND | ||
| 29TH RESIDENTIAL K-1 | 531110 | 01 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $0 | ExclusionAmt |
| Related Or Exempt Function Incm | $241,543 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $241,543 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 139 | LineNumberTxt |
| Relationship Statement | FEDERAL INCOME TAX REFUND | RelationshipStatementTxt |
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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| DEKKO FOUNDATION | ||||||
| 1 | 1208 LAKESIDE DRIVE | KENDALLVILLE | IN | 46755 | $25,000 | Yes (X) |
| FOUNDANT TECHNOLOGIES | ||||||
| 2 | PO BOX 11888 | BOZEMAN | MT | 59719 | $12,500 | Yes (X) |
| ACF PROPERTY MANAGEMENT INC | ||||||
| 3 | 12411 VENTURA BOULEVARD | STUDIO CITY | CA | 91604 | $100,516 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $8,895 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,895 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TRANSACTIONS WITH A DISQUALIFIED PERSON | IdentifierTxt |
| Form And Line Reference | PART VII-B, QUESTION 1A(4) | FormAndLineReferenceDesc |
| Medium Explanation | THE FOUNDATION LEASES EMPLOYEES FROM A COMPANY OWNED BY ALAN FOX, ACF MANAGEMENT, INC. EIN 95-2513180. ALAN FOX IS THE PRESIDENT OF THE FOUNDATION AND ONE ITS DIRECTORS.THE FOUNDATION REIMBURSES ALAN FOX'S COMPANY FOR ONLY THE DIRECT COSTS OF THE PERSONNEL WHO WORK STRICTLY FOR THE FOUNDATION AND OTHER EXPENSES PAID ON BEHALF OF THE FOUNDATION. THERE ARE NO ADDITIONAL FEES PAID.THIS TRANSACTION QUALIFIES AS AN "EXCEPTED" ACT UNDER IRS REGULATION 53.4941(D)-1(B)(1)(II), A TRANSACTION THAT IS AT LEAST AS FAVORABLE TO THE FOUNDATION AS AN ARM'S LENGTH TRANSACTION WITH AN UNRELATED PERSON. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $733,538 | EOYBookValueAmt |
| EOYFMV | $733,538 | EOYFMVAmt |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $481,426 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $481,426 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $1,551,174 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $1,551,174 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| OTHER INVESTMENTS | FMV | $2,480,385 | $2,480,385 |
| ACCRUED INTEREST | AT COST | $0 | $0 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $8,030 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $8,030 | DisbursementsCharitablePrpsAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CHANGE IN UNREALIZED GAINS/LOSSES | $11,912 |
| FEDERAL INCOME TAX | $8,771 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| INFORMATION TECHNOLOGY | $2,091 | $0 | $0 | $2,091 |
| OFFICE EXPENSES | $13,680 | $0 | $0 | $13,680 |
| PROFESSIONAL DUES | $3,627 | $0 | $0 | $3,627 |
| TELEPHONE | $1,520 | $0 | $0 | $1,520 |
| INVESTMENT EXPENSES | $103 | $103 | $0 | $0 |
| MERCHANT FEES | $421 | $0 | $0 | $421 |
| INSURANCE | $1,487 | $0 | $0 | $1,487 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INV RENTAL REAL ESTATE INCOME | $1,542 | $1,542 | |
| INV 1231 GAIN | $6,383 | $6,383 | |
| CONFERENCE REGISTRATION FEES | $23,746 | $23,746 | |
| RETURNED GRANT | $30,000 | $30,000 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| CONTRACT SERVICES | $18,875 | $0 | $0 | $18,875 |
| INVESTMENT MGMT FEES | $16,982 | $16,982 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LICENSES & FEES | $85 | $0 | $0 | $85 |
| PAYROLL TAXES | $15,894 | $0 | $0 | $15,894 |
Comments