GARY BROAD FOUNDATION: Form 990PF, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
GARY BROAD FOUNDATION (EIN 33-0757689)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-05-09
IRS object ID
201641309349101419
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 ReturnHeader

FieldValueIRS element (for citing)
Return2016-05-09T12:48:35-05:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt
Return Type990PFReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN330757689EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GARY BROAD FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGARYBusinessNameControlTxt
Phone3109545025PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12121 AVE OF THE STARS NO 3000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonCINDY S QUANEPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone3109545025PhoneNum
Signature2016-05-09SignatureDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2016-09-27 15:27:22ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$8,293,426FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,012,200ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$123,881DividendsRevAndExpnssAmt
Dividends Net Invst Incm$123,881DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$53,562NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$2,065,762GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$2,065,762CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$2,189,643TotalRevAndExpnssAmt
Total Net Invst Incm$2,189,643TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss$12,000CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm$0CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl$12,000CompOfcrDirTrstDsbrsChrtblAmt
Taxes Rev And Expnss$160TaxesRevAndExpnssAmt
Taxes Net Invst Incm$0TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl$160TaxesDsbrsChrtblAmt
Other Expenses Rev And Expnss$158OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$0OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$158OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$12,318TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$0TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$12,318TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$346,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$346,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$358,318TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$0TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$358,318TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,831,325ExcessRevenueOverExpensesAmt
Net Investment Income$2,189,643NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Cash BOY$64,695CashBOYAmt
Cash EOY$14,243CashEOYAmt
Cash EOYFMV$14,243CashEOYFMVAmt
Sav And Temp Cash Invst BOY$1,675,591SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$3,534,953SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$3,534,953SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,130,997CorporateStockBOYAmt
Corporate Stock EOY$4,131,215CorporateStockEOYAmt
Corporate Stock EOYFMV$4,744,230CorporateStockEOYFMVAmt
Total Assets BOY$5,871,283TotalAssetsBOYAmt
Total Assets EOY$7,680,411TotalAssetsEOYAmt
Total Assets EOYFMV$8,293,426TotalAssetsEOYFMVAmt
Total Liabilities BOY$0TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$4,130,194CapitalStockBOYAmt
Capital Stock EOY$4,130,194CapitalStockEOYAmt
Additional Paid In Capital BOY$0AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY$0AdditionalPaidInCapitalEOYAmt
Retained Earning BOY$1,741,089RetainedEarningBOYAmt
Retained Earning EOY$3,550,217RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$5,871,283TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$7,680,411TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$5,871,283TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$7,680,411TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$5,871,283TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,831,325ExcessRevenueOverExpensesAmt
Other Increases$0OtherIncreasesAmt
Subtotal$7,702,608SubtotalAmt
Other Decreases$22,197OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$7,680,411TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyGLD 20,000 SHSPropertyDesc
How AcquiredDHowAcquiredCd
Acquired2015-12-17AcquiredDt
Sold2015-12-21SoldDt
Gross Sales Price$2,065,762GrossSalesPriceAmt
Gain Or Loss$2,065,762GainOrLossAmt
Gains Minus Excess Or Losses$2,065,762GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$2,065,762CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 Tax0LiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$325,660AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$6,544,963NetVlNoncharitableAssetsYr1Amt
Distribution Yr10.049757DistributionYr1Rt
Adjusted Qlfy Distri Yr2$248,317AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$5,068,101NetVlNoncharitableAssetsYr2Amt
Distribution Yr20.048996DistributionYr2Rt
Adjusted Qlfy Distri Yr3$201,548AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$4,085,437NetVlNoncharitableAssetsYr3Amt
Distribution Yr30.049333DistributionYr3Rt
Adjusted Qlfy Distri Yr4$165,333AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$3,975,038NetVlNoncharitableAssetsYr4Amt
Distribution Yr40.041593DistributionYr4Rt
Adjusted Qlfy Distri Yr5$142,159AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,775,369NetVlNoncharitableAssetsYr5Amt
Distribution Yr50.051222DistributionYr5Rt
Total Distribution0.240901TotalDistributionRt
Average Distribution0.048180AverageDistributionRt
Net Vl Noncharitable Assets$6,950,794NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$334,889AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$21,896NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$356,785AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$358,318QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$21,896InvestmentIncomeExciseTaxAmt
Tax Under Section511$0TaxUnderSection511Amt
Subtotal$21,896SubtotalAmt
Subtitle A Tax$0SubtitleATaxAmt
Tax Based On Investment Income$21,896TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,000EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,000TotalPaymentsAndCreditsAmt
Form2220 AttachedYes (X)Form2220AttachedInd
Tax Due$18,896TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political Acty0LegislativePoliticalActyInd
More Than100 Spent0MoreThan100SpentInd
Form1120 POL Filed0Form1120POLFiledInd
Section4955 Organization Tax$0Section4955OrganizationTaxAmt
Section4955 Managers Tax$0Section4955ManagersTaxAmt
Tax Reimbursed$0TaxReimbursedAmt
Activities Not Previously Rpt0ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws0ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc0OrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (1)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (1)AtLeast5000InAssetsInd
Org Report Or Register StateCAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (1)Form990PFFiledWithAttyGenInd
Private Operating Foundation0PrivateOperatingFoundationInd
New Substantial Contributors0NewSubstantialContributorsInd
Own Controlled Entity0OwnControlledEntityInd
Donor Advised Fund0DonorAdvisedFundInd
Comply With Public Insp RqrYes (1)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt
Individual With BooksCINDY S QUANEIndividualWithBooksNm
Phone3109545025PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12121 AVE OF THE STARS SUITE 3000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts Question0ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified Prsn0SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn0BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn0FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnYes (1)PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn0TransferAstDisqualifiedPrsnInd
Payment To Government Official0PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions0ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts0UncorrectedPriorActsInd
Undistributed Income PY0UndistributedIncomePYInd
Business Holdings0BusinessHoldingsInd
Jeopardy Investments0JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst0UncorrectedPYJeopardyInvstInd
Influence Legislation0InfluenceLegislationInd
Influence Election0InfluenceElectionInd
Grants To Individuals0GrantsToIndividualsInd
Grants To Organizations0GrantsToOrganizationsInd
Noncharitable Purpose0NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmtEmployee Benefit ProgramEmployeeBenefitProgramAmtExpense Account Other AllwncExpenseAccountOtherAllwncAmt
GARY BROAD
2121 AVE OF THE STARS SUITE 3000LOS ANGELESCA90067TRUSTEE1.00$0$0$0
CINDY S QUANE
2121 AVE OF THE STARS SUITE 3000LOS ANGELESCA90067CO-TRUSTEE1.00$12,000$0$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k0OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k0ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$5,208,766AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,847,878AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$7,056,644TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Acquisition Indebtedness$0AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast$7,056,644AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$105,850CashDeemedCharitableAmt
Net Vl Noncharitable Assets$6,950,794NetVlNoncharitableAssetsAmt
Minimum Investment Return$347,540MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$347,540MinimumInvestmentReturnAmt
Tax Based On Investment Income$21,896TaxBasedOnInvestmentIncomeAmt
Total Tax$21,896TotalTaxAmt
Distributable Before Adj$325,644DistributableBeforeAdjAmt
Recoveries Qualfied Distri$0RecoveriesQualfiedDistriAmt
Distributable Before Ded$325,644DistributableBeforeDedAmt
Deduction From Distributable$0DeductionFromDistributableAmt
Distributable As Adjusted$325,644DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$358,318ExpensesAndContributionsAmt
Program Related Invst Total$0ProgramRelatedInvstTotalAmt
Qualifying Distributions$358,318QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$21,896PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$336,422AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$325,644DistributableAsAdjustedAmt
Undistributed Income PY$0UndistributedIncomePYAmt
Total For Prior Years$0TotalForPriorYearsAmt
Excess Distribution Cyov Yr5$4,043ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr1$19,309ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$23,352TotalExcessDistributionCyovAmt
Qualifying Distributions$358,318QualifyingDistributionsAmt
Applied To Year1$0AppliedToYear1Amt
Applied To Prior Years$0AppliedToPriorYearsAmt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$325,644AppliedToCurrentYearAmt
Remaining Distri From Corpus$32,674RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus$0ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$0ExcessDistributionCyovAppCYAmt
Total Corpus$56,026TotalCorpusAmt
Prior Year Undistributed Incm$0PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax$0PriorYearDeficiencyOrTaxAmt
Taxable1$0Taxable1Amt
Taxable2$0Taxable2Amt
Undistributed Income CY$0UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3$0CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5$4,043ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$51,983ExcessDistriCyovToNextYrAmt
Excess From Year1$19,309ExcessFromYear1Amt
Excess From Current Year$32,674ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerGARY BROADContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
ANIMAL SAMARITANS SPCA
72-307 RAMON RDTHOUSAND PALMSCA92276NONEPUBLICSUPPORT FOR ANIMAL WELFARE.$25,000
BETTY FORD CENTER FOUNDATION
41990 COOK ST STE C-301PALM DESERTCA92211NONEPUBLICSUPPORT FOR ADDICTION TREATMENT PROGRAMS.$15,000
BOYS & GIRLS CLUB OF COACHELLA
42-600 COOK ST 120PALM DESERTCA92211NONEPUBLICSUPPORT FOR CHILDREN'S ACTIVITIES AND PROGRAMS.$20,000
CALIFORNIA EQUINE RETIREMENT FDN INC
34033 KOODEN RDWINCHESTERCA92596NONEPUBLICSUPPORT FOR RETIRED THOROUGHBREDS.$20,000
EDWIN J GREGSON FOUNDATION
285 W HUNTINGTON DRARCADIACA91066NONEPUBLICSUPPORT FOR COLLEGE SCHOLARSHIPS.$15,000
EISENHOWER MEDICAL CENTER
39000 BOB HOPE DRRANCHO MIRAGECA92270NONEPUBLICSUPPORT FOR HOSPITAL & MEDICAL SERVICES.$20,000
HOPE FOR PAWS
8950 W OLYMPIC BLVD STE 525LOS ANGELESCA90211NONEPUBLICSUPPORT FOR ANIMAL WELFARE.$6,000
HUMANE SOCIETY OF THE DESERT
17825 N INDIAN CANYON AVEN PALM SPRINGSCA92258NONEPUBLICSUPPORT FOR ANIMAL WELFARE.$15,000
JEWISH FAMILY SERVICE
801 E TAHQUITZ CANYON WAYPALM SPRINGSCA92262NONEPUBLICSUPPORT FOR SOCIAL SERVICES, COUNSELING AND ASST.$15,000
KIDS & HORSES
2869 ESAW STMINDENNV89423NONEPUBLICSUPPORT FOR HORSE RIDING EXPERIENCES FOR CHILDREN.$15,000
LIVING DESERT RESERVE
47-900 PORTOLA AVEPALM DESERTCA92260NONEPUBLICSUPPORT FOR DESERT PRESERVATION & CONSERVATION.$10,000
PALM SPRINGS ART MUSEUM
101 MUSEUM DRPALM SPRINGSCA92263NONEPUBLICSUPPORT FOR THE ARTS.$15,000
PEGASUS RIDING ACADEMY FOR THE HANDICAPPED
35-450B PEGASUS CTPALM DESERTCA92211NONEPUBLICSUPPORT FOR RESCUE & CARE OF THERAPEUTIC HORSES.$15,000
PEOPLE FOR THE ETHICAL TREATMENT OF ANIMALS
501 FRONT STNORFOLKVA23510NONEPUBLICSUPPORT FOR ANIMAL WELFARE.$15,000
RACE FOR EDUCATION
4063 IRON WORKS PKWY STE 2LEXINGTONKY40511NONEPUBLICSUPPORT FOR COLLEGE SCHOLARSHIPS.$15,000
SAVING AMERICA'S MUSTANGS
2683 VIA DE LA VALLE G313DEL MARCA92014NONEPUBLICSUPPORT FOR SAVING WILD MUSTANG HORSES.$15,000
ST VINCENT MEALS ON WHEELS
2222 OCEAN VIEW AVE STE 114LOS ANGELESCA90057NONEPUBLICSUPPORT FOR MEALS FOR THE INFIRM OR ELDERLY.$15,000
UNIVERSITY OF HAWAI'I FOUNDATION
2444 DOLE STHONOLULUHI96822NONEPUBLICSUPPORT FOR PUBLIC UNIVERSITY.$20,000
WESTSIDE CHILDREN'S CENTER
12120 WAGNER STCULVER CITYCA90230NONEPUBLICSUPPORT FOR CHILDREN'S MENTAL HEALTH SERVICES.$15,000
WINDWARD SCHOOL
11350 PALMS BLVDLOS ANGELESCA90066NONEPUBLICSUPPORT FOR HIGH SCHOOL.$25,000
WORLD WILDLIFE FUND
1250 TWENTY-FOURTH STREET NWWASHINGTONDC20037NONEPUBLICSUPPORT FOR CONSERVATION ON EARTH.$20,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$346,000TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut$0TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$123,881ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$53,562ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$0UnrelatedBusinessTaxblIncmAmt
Exclusion$177,443ExclusionAmt
Related Or Exempt Function Incm$0RelatedOrExemptFunctionIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$177,443TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO0TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO0TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets0SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO0PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets0RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements0ReimbursementArrangementsInd
Loans Or Loan Guarantees0LoansOrLoanGuaranteesInd
Performance Of Services Etc0PerformanceOfServicesEtcInd
Sharing Of Facilities Etc0SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO0RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonGARY BROADContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line12121 AVE OF THE STARS SUITE 3000AddressLine1Txt
CityLOS ANGELESCityNm
State AbbreviationCAStateAbbreviationCd
ZIP90067ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,012,200TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property20,000 SHS GLD GOLDNoncashPropertyDesc
Fair Market Value$2,012,200FairMarketValueAmt
Received2015-12-17ReceivedDt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
AIG 4,109 SHS$93,297$254,635
CONOCOPHILLIPS 3,459 SHS$138,127$161,501
BP 4,221 SHS$220,125$131,948
CAMPBELL SOUP 4,295 SHS$134,090$225,702
EXXON MOBIL 3,149 SHS$224,272$245,465
GENERAL DYNAMICS 2,591 SHS$153,335$355,900
PROCTOR & GAMBLE 3,696 SHS$198,032$293,499
KB HOME 16,900 SHS$229,164$208,377
UNITED ONLINE 5,790 SHS$59,002$68,264
ANADARKO PETROLEUM 8,687 SHS$706,861$422,014
CONOCOPHILLIPS 4,747 SHS$284,962$221,637
AIG WARRANTS 2,193 SHS$35,943$52,106
FEDEX 3,400 SHS$309,604$506,566
PHILLIPS 66 4,103 SHS$125,736$335,625
FTD COMPANIES 8,106 SHS$213,775$212,134
MERCK 7,000 SHS$334,670$369,740
SYSCO 9,300 SHS$334,614$381,300
UNITED TECHNOLOGIES 3,100 SHS$335,606$297,817

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescFEDERAL TAX PAYMENTSDesc
Amt$22,197Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmt
MANAGEMENT FEES$0$0$0
OFFICE EXPENSES$95$0$95
BROKER FEES$63$0$63

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryFILING FEESCategoryTxt
Amt$160Amt
Net Investment Income$0NetInvestmentIncomeAmt
Disbursements Charitable Prps$160DisbursementsCharitablePrpsAmt

Comments

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