MILBURN FOUNDATION: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- MILBURN FOUNDATION (EIN 20-8937314)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-04
- IRS object ID
- 201642179349100704
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Cash Deemed Charitable Expln Stmt
- Cash Distribution Expln Stmt
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-04T12:26:50-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 770526608 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BURKART & ASSOCIATES ACCTCY CORP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 694 SANTA ROSA STREET | AddressLine1Txt |
| City | SAN LUIS OBISPO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 93401 | 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 | 208937314 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MILBURN FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | MILB | BusinessNameControlTxt |
| Phone | 9492059677 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3950 STANSBURY AVENUE | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91423 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRYON DAVIS | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 9492059677 | PhoneNum |
| Signature | 2016-08-04 | SignatureDt |
| Discuss With Paid Preparer | 0 | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENNIS J BURKART | PreparerPersonNm |
| PTIN | P00118088 | PTIN |
| Phone | 8055436876 | PhoneNum |
| Preparation | 2016-08-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,619,532 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $791 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $791 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $32,636 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $32,636 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $184,569 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $644,447 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $184,569 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $1,768 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $1,768 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $219,764 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $219,764 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $681 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,000 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $3,653 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $16,334 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $87,908 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $87,908 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $104,242 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $87,908 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $115,522 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $219,764 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $139,225 | CashBOYAmt |
| Cash EOY | $383,791 | CashEOYAmt |
| Cash EOYFMV | $383,791 | CashEOYFMVAmt |
| Corporate Stock BOY | $343,407 | CorporateStockBOYAmt |
| Corporate Stock EOY | $304,081 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,205,831 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $97,817 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $18,710 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $29,910 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $580,449 | TotalAssetsBOYAmt |
| Total Assets EOY | $706,582 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,619,532 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $580,449 | RetainedEarningBOYAmt |
| Retained Earning EOY | $706,582 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $580,449 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $706,582 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $580,449 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $706,582 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $580,449 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $115,522 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,611 | OtherIncreasesAmt |
| Subtotal | $706,582 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $706,582 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (8 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| WELLS FARGO #9919 S/T COVERED | P | 2015-03-17 | 2015-12-31 | $113,127 | $123,034 | -$9,907 | -$9,907 |
| WELLS FARGO #9919 S/T NONCOVERED | P | 2015-04-20 | 2015-09-15 | $41,808 | $49,162 | -$7,354 | -$7,354 |
| WELLS FARGO #9919 L/T COVERED | P | 2014-03-28 | 2015-12-18 | $6,496 | $5,141 | $1,355 | $1,355 |
| WELLS FARGO #9919 L/T NONCOVERED | P | 2009-06-25 | 2015-09-15 | $226,952 | $108,447 | $118,505 | $118,505 |
| WELLS FARGO #4466 S/T COVERED | P | 2014-12-23 | 2015-06-04 | $58,817 | $63,211 | -$4,394 | -$4,394 |
| WELLS FARGO #4466 S/T NONCOVERED | P | 2015-01-16 | 2015-06-04 | $19,199 | $20,763 | -$1,564 | -$1,564 |
| WELLS FARGO #4466 L/T NONCOVERED | P | 2009-06-25 | 2015-06-08 | $177,972 | $90,120 | $87,852 | $87,852 |
| CAPITAL GAINS DIVIDENDS | P | $76 | $76 | $76 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $184,569 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $173,034 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,677,294 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.103163 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $142,998 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,451,471 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.098519 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $121,671 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,213,188 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.100290 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $119,340 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,218,488 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.097941 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $106,019 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,088,454 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.097403 | DistributionYr5Rt |
| Total Distribution | 0.497316 | TotalDistributionRt |
| Average Distribution | 0.099463 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,705,953 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $169,679 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,198 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $171,877 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $175,816 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,198 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $2,198 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $2,198 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,631 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,631 | TotalPaymentsAndCreditsAmt |
| Tax Due | $567 | TaxDueAmt |
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 | Yes (1) | 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 | THEMILBURNFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | BRYON DAVIS | IndividualWithBooksNm |
| Phone | 9492059677 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3950 STANSBURY | AddressLine1Txt |
| City | SHERMAN OAKS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91423 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| CARYL LOUISE DAVIS | ||||||||
| 3950 STANSBURY AVENUE | SHERMAN OAKS | CA | 91423 | CFO | 0.50 | $0 | $0 | $0 |
| PATRICIA ANN MILBURN | ||||||||
| 3950 STANSBURY AVENUE | SHERMAN OAKS | CA | 91423 | SECRETARY | 0.50 | $0 | $0 | $0 |
| KATHLEEN C MILBURN-WILLIAMS | ||||||||
| 3950 STANSBURY AVENUE | SHERMAN OAKS | CA | 91423 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| BRYON DAVIS | ||||||||
| 3950 STANSBURY AVENUE | SHERMAN OAKS | CA | 91423 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| 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 | EDUCATE AND EXPAND THE NUMBER OF NURSES | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| Description2 | RESEARCH ON THE ELIMINATION, TREATEMENT, AND PREVENTION OF ALZHEIMERS DISEASE | Description2Txt |
| Expenses2 | $0 | Expenses2Amt |
| Description3 | RESEARCH ON THE ELIMINATION, TREATEMTMENT, AND PREVENTION OF CANCER | Description3Txt |
| Expenses3 | $0 | Expenses3Amt |
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 | $1,540,273 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $253,588 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,793,861 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,793,861 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $87,908 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,705,953 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $85,298 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sect4942j3j5 Fndtn And Frgn Org | Yes (X) | Sect4942j3j5FndtnAndFrgnOrgInd |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $87,908 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Set Aside Cash Distri Test | $87,908 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $175,816 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,198 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $173,618 | AdjustedQualifyingDistriAmt |
Private Operating Foundations PrivateOperatingFoundationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Fndtn Ruling | 2007-03-22 | PrivateOperatingFndtnRulingDt |
| Section4942j3 | Yes (X) | Section4942j3Ind |
Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Pct85 Lessor Adj Incm Or Min Ret Pct85LessorAdjIncmOrMinRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distributions QualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $175,816 | CurrentYearAmt |
| Year1 | $173,854 | Year1Amt |
| Year2 | $145,148 | Year2Amt |
| Year3 | $121,938 | Year3Amt |
| Total | $616,756 | TotalAmt |
Qualifying Distri Not Used Drt QualifyingDistriNotUsedDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $0 | CurrentYearAmt |
| Year1 | $0 | Year1Amt |
| Year2 | $0 | Year2Amt |
| Year3 | $0 | Year3Amt |
| Total | $0 | TotalAmt |
Qualifying Distri Made Drt QualifyingDistriMadeDrtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $175,816 | CurrentYearAmt |
| Year1 | $173,854 | Year1Amt |
| Year2 | $145,148 | Year2Amt |
| Year3 | $121,938 | Year3Amt |
| Total | $616,756 | TotalAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year | $56,865 | CurrentYearAmt |
| Year1 | $55,910 | Year1Amt |
| Year2 | $48,383 | Year2Amt |
| Year3 | $40,439 | Year3Amt |
| Total | $201,597 | TotalAmt |
Total Support TotalSupportGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Public Support Type PublicSupportType
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Largest Support From EO LargestSupportFromEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Gross Investment Income GrossInvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| INFLAMATORY BREAST CANCER RESEARCH FOUNDATION | ||||||
| 321 HIGH SCHOOL RD | BAINBRIDGE ISLAND | WA | 98110 | NONE | BREAST CANCER RESEARCH | $37,908 |
| SUSAN G KOMEN FOR THE CURE | ||||||
| 5005 LBJ FREEWAY SUITE 250 | DALLAS | TX | 75244 | NONE | BREAST CANCER RESEARCHBREAST CANCER RESEARCH | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $87,908 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $791 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $32,636 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,768 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $76 | ExclusionAmt |
| Related Or Exempt Function Incm | $184,493 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $35,271 | ExclusionAmt |
| Related Or Exempt Function Incm | $184,493 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $219,764 | 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 | 11 | LineNumberTxt |
| Relationship Statement | PARTNERSHIP LOSS | 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 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $681 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Cash Deemed Charitable Expln Stmt CashDeemedCharitableExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Short Explanation | THE FOUNDATION HAS USED THIS FIGURE AS IT IS THE AMOUNT WHICH WAS ACTUALLY PAID OUT DURING 2015. | ShortExplanationTxt |
Cash Distribution Expln Stmt CashDistributionExplnStmt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | SET ASIDE IS BASED ON THE AVERAGE ASSET VALUE FOR 2015 OF $ 1,784,936 LESS A CASH RESERVE OF$ 26,774 LEAVING A BALANCE OF $ 1,758,162. THE DISTRIBUTION IS 5% OF THE AVERAGE ASSET VALUE LESSTHE CASH RESERVE. ($1,758,162 X 5% = $ 87,908.) | ExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (9 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 2000 SH DOMINION RES | $60,506 | $135,280 |
| 2700 SH DUNN & BRADSTREET | $22,719 | $280,611 |
| 6000 SH MOODYS | $40,724 | $602,040 |
| 1200 SH P G & E CORP | $39,298 | $63,828 |
| 200 SH P G & E CORP | $7,774 | $10,638 |
| 100 SH BP PLC | $3,620 | $3,126 |
| 2000 SH PERITUS HIGH YIELD | $83,148 | $65,280 |
| 1900 SH GUGGENHEIM | $41,812 | $40,508 |
| 1000 SH WESTERN ASSET MANAGEMENT | $4,480 | $4,520 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 500 SH MAIN ST CAP CP 6.125% | AT COST | $12,420 | $12,635 |
| 1 PUT BP | AT COST | $262 | $875 |
| 20 PUT PERITUS | AT COST | $6,028 | $16,400 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| TAXES | $10 | $0 | $0 |
| BUSINESS FILING DIVISION | $25 | $0 | $0 |
| LOSS ON PARTNERSHIP | $2,118 | $0 | $0 |
| WEBSITE | $1,500 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| BUCKEYE PARTNERS | $1,396 | $1,396 | $1,396 |
| KKR | $372 | $372 | $372 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT FOR PARTNERSHIP BASIS | Desc |
| Amt | $10,611 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $12,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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