LOUIS L BORICK FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- LOUIS L BORICK FOUNDATION (EIN 95-4635770)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-05
- IRS object ID
- 201511259349101261
- Schema version
- 2014v5.0
- 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
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Land Schedule2
- Investments Other Schedule2
- Land Etc Schedule2
- Legal Fees 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 | 2015-05-05T18:57:22-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 954160744 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALDWELLBECKERDERVINPETRICK & COLLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20750 VENTURA BLVD 140 | AddressLine1Txt |
| City | WOODLAND HILLS | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 913642338 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 954635770 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS L BORICK FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LOUI | BusinessNameControlTxt |
| Phone | 7135207600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2707 KIPLING ST | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN BORICK | PersonNm |
| Person Title | DIRECTOR | PersonTitleTxt |
| Phone | 7135207600 | PhoneNum |
| Signature | 2015-05-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOHN F PETRICK JR | PreparerPersonNm |
| PTIN | P00092077 | PTIN |
| Phone | 8187041040 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $80,959,384 | 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 | $700 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $700 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $2,913,157 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,913,157 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $950,834 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $950,834 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | $268,524 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $954,435 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $3,896,186 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $954,435 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $543,329 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $543,299 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,362,455 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,362,425 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $54,000 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $54,000 | CompOfcrDirTrstDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $59,471 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $5,000 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $54,471 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $39,765 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $39,765 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $4,403 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $0 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $4,403 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $132,583 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $107,583 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $20,370 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $19,808 | DeprecAndDpltnNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $663,858 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $620,196 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $43,662 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $974,450 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $752,587 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $196,301 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,976,027 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,976,027 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $4,950,477 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $752,587 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,172,328 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $411,978 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $4,609,838 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,516,101 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,426,924 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,426,924 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $72,746,928 | CorporateStockBOYAmt |
| Corporate Stock EOY | $78,929,567 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $72,653,168 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $316,775 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $171,740 | CorporateBondsEOYFMVAmt |
| Invst Land Cost Or Other Basis | $1,030,000 | InvstLandCostOrOtherBasisAmt |
| Invst Land Accum Depreciation | $35,489 | InvstLandAccumDepreciationAmt |
| Land Bldg Investments BOY | $1,014,319 | LandBldgInvestmentsBOYAmt |
| Land Bldg Investments EOY | $994,511 | LandBldgInvestmentsEOYAmt |
| Land Bldg Investments EOYFMV | $871,538 | LandBldgInvestmentsEOYFMVAmt |
| Other Investments BOY | $1,188,825 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,439,146 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,830,451 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $6,125 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $562 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $0 | LandBOYAmt |
| Land EOY | $5,563 | LandEOYAmt |
| Land EOYFMV | $5,563 | LandEOYFMVAmt |
| Total Assets BOY | $86,466,173 | TotalAssetsBOYAmt |
| Total Assets EOY | $88,112,486 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $80,959,384 | 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 | $5,015,000 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $5,015,000 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $81,451,173 | RetainedEarningBOYAmt |
| Retained Earning EOY | $83,097,486 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $86,466,173 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $88,112,486 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $86,466,173 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $88,112,486 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $86,466,173 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $411,978 | ExcessRevenueOverExpensesAmt |
| Other Increases | $1,234,335 | OtherIncreasesAmt |
| Subtotal | $88,112,486 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $88,112,486 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| WELLS FARGO-L/T | P | $3,805,510 | $2,941,751 | $863,759 | $863,759 |
| WAZEE I CAP GAIN DIST | P | $90,676 | $90,676 | $90,676 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $954,435 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $4,071,828 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $81,330,609 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.050065 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,212,524 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $25,059,052 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.048387 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $1,057,150 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $22,925,295 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.046113 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $961,144 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $20,034,746 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.047974 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $802,125 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $15,917,906 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050391 | DistributionYr5Rt |
| Total Distribution | 0.242930 | TotalDistributionRt |
| Average Distribution | 0.048586 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $83,621,210 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $4,062,820 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $46,098 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $4,108,918 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $4,172,328 | 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 | $46,098 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $46,098 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $46,098 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $42,778 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $42,778 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $3,320 | 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 | 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 | LOUISLBORICKFOUNDATION.ORG | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN J BORICK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7135207600 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2707 KIPLING ST | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | 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 (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 |
|---|---|---|---|---|---|---|---|---|
| STEVEN BORICK | ||||||||
| 2707 KIPLING ST | HOUSTON | TX | 77098 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| ROBERT BORICK | ||||||||
| 2707 KIPLING ST | HOUSTON | TX | 77098 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LINDA BORICK DAVIDSON | ||||||||
| 2707 KIPLING ST | HOUSTON | TX | 77098 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| LAUREN JOHNSON | ||||||||
| 2707 KIPLING ST | HOUSTON | TX | 77098 | PROGRAM DIRECTOR | 40.00 | $54,000 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAUREN JOHNSON | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2707 KIPLING STREET | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | PROGRAM DIRECTOR | ServiceTypeTxt |
| Compensation | $54,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION HAS NO DIRECT CHARITABLE ACTIVITES. IT ONLY DISBURSES CHARITABLE FUNDS TO OTHER TAX-EXEMPT ORGANIZATIONS. | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FOUNDATION DOES NOT HAVE ANY PROGRAM-RELATED INVESTMENTS | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
| All Other Program Rltd Invst Tot | $0 | AllOtherProgramRltdInvstTotAmt |
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $71,252,056 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $10,940,584 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $2,701,989 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $84,894,629 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $84,894,629 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,273,419 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $83,621,210 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,181,061 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,181,061 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $46,098 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $46,098 | TotalTaxAmt |
| Distributable Before Adj | $4,134,963 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,134,963 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,134,963 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,172,328 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,172,328 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $46,098 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $4,126,230 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,134,963 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $14,843 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr2 | $45,723 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $56,142 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $116,708 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,172,328 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,134,963 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $37,365 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $154,073 | 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 | $14,843 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $139,230 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $45,723 | ExcessFromYear2Amt |
| Excess From Year1 | $56,142 | ExcessFromYear1Amt |
| Excess From Current Year | $37,365 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | LAUREN JOHNSON | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2707 KIPLING ST | AddressLine1Txt |
| City | HOUSTON | CityNm |
| State Abbreviation | TX | StateAbbreviationCd |
| ZIP | 77098 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2132780855 | RecipientPhoneNum |
| Recipient Email Address | LJOHNSON@LOUISLBORICKFOUNDATION.ORG | RecipientEmailAddressTxt |
| Form And Info And Materials | WRITTEN REQUEST WITH PROOF FROM BOTH FEDERAL AND STATE GOVERNMENTS RECOGNIZING THE ENTITY EXEMPT STATUS UNDER THE APPLICABLE REVENUE AND TAXATION CODES. REQUEST MUST INCLUDE PURPOSE OF CONTRIBUTION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | OCTOBER 31 | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (117 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|
| A PLACE CALLED HOME | |||||||
| 2830 SOUTH CENTRAL AVENUE | LOS ANGELES | CA | 90011 | NONE | CHARITABLE DONATION | $25,000 | |
| AIM HIGH FOR HIGH SCHOOL | |||||||
| PO BOX 410715 | SAN FRANCISCO | CA | 941410715 | NONE | CHARITABLE DONATION | $40,000 | |
| AMERICAN DIABETES ASSOCIATION | |||||||
| 611 WILSHIRE BLVD STE 900 | LOS ANGELES | CA | 90017 | NONE | CHARITABLE DONATION | $3,000 | |
| ANDRE AGASSI FOUNDATION FOR EDUCATION | |||||||
| 1120 N TOWN CENTER DRIVE STE 160 | LAS VEGAS | NV | 89144 | NONE | CHARITABLE DONATION | $60,000 | |
| LOS ANGELES COUNTY ARTS COMMISSION (ARTS FOR ALL) | |||||||
| 1055 WILSHIRE BOULEVARD STE 800 | LOS ANGELES | CA | 90017 | NONE | CHARITABLE DONATION | $50,000 | |
| ARTS FOR LA | |||||||
| 1149 S HILL STREET STE H-100 | LOS ANGELES | CA | 90015 | NONE | CHARITABLE DONATION | $10,000 | |
| ARTWORXLA | |||||||
| 1140 N CITRUS AVENUE | LOS ANGELES | CA | 90038 | NONE | CHARITABLE DONATION | $25,000 | |
| ASPIRE PUBLIC SCHOOLS | |||||||
| 1001 22ND AVENUE STE 100 | OAKLAND | CA | 94606 | NONE | CHARITABLE DONATION | $15,000 | |
| ASSISTANCE LEAGUE OF PALM SPRINGS DESERT AREA | |||||||
| P O BOX 3056 | RANCHO MIRAGE | CA | 92270 | NONE | CHARITABLE DONATION | $2,000 | |
| BEYOND EMANCIPATION | |||||||
| 675 HEGENBERGER ROAD STE 100 | OAKLAND | CA | 94621 | NONE | CHARITABLE DONATION | $20,000 | |
| BIG MORONGO CANYON PRESERVE | |||||||
| PO BOX 780 | MORONGO VALLEY | CA | 92256 | NONE | CHARITABLE DONATION | $5,000 | |
| BIGHORN INSTITUTE | |||||||
| PO BOX 262 | PALM DESERT | CA | 92261 | NONE | CHARITABLE DONATION | $5,000 | |
| BITTERROOTERS FOR PLANNING | |||||||
| PO BOX 505 | CORVALLIS | MT | 59828 | NONE | CHARITABLE DONATION | $30,000 | |
| BRIGHTER BEGINNINGS | |||||||
| 2595 INTERNATIONAL BLVD | OAKLAND | CA | 94601 | NONE | CHARITABLE DONATION | $75,000 | |
| BROOKWOOD COMMUNITY | |||||||
| 1752 FM 1489 ROAD | BROOKWOOD | TX | 77423 | NONE | CHARITABLE DONATION | $35,000 | |
| CABOT'S PUEBLO MUSEUM | |||||||
| 67616 E DESERT VIEW AVENUE | DESERT HOT SPRINGS | CA | 92240 | NONE | CHARITABLE DONATION | $10,000 | |
| CALIFORNIA DANCE INSTITUTE | |||||||
| 3131 OLYMPIC BLVD SUITE 202 | SANTA MONICA | CA | 90404 | NONE | CHARITABLE DONATION | $25,000 | |
| CALIFORNIA INSTITUTE OF THE ARTS | |||||||
| 24700 MCBEAN PARKWAY | VALENCIA | CA | 91355 | NONE | CHARITABLE DONATION | $20,000 | |
| CALIFORNIA THOROUGHBRED HORSEMEN'S FOUNDATION | |||||||
| PO BOX 660129 | ARCADIA | CA | 91066 | NONE | CHARITABLE DONATION | $200,000 | |
| CANCER FOR COLLEGE | |||||||
| 981 PARK CENTER DRIVE | VISTA | CA | 92081 | NONE | CHARITABLE DONATION | $10,000 | |
| CENTER FOR THE EDUCATION OF THE INFANT DEAF | |||||||
| 1035 GRAYSON STREET | BERKELEY | CA | 94710 | NONE | CHARITABLE DONATION | $100,000 | |
| CENTER THEATRE GROUP | |||||||
| 601 W TEMPLE ST | LOS ANGELES | CA | 90012 | NONE | CHARITABLE DONATION | $10,000 | |
| CENTERLINK INC | |||||||
| PO BOX 24490 | FORT LAUDERDALE | FL | 33307 | NONE | CHARITABLE DONATION | $20,000 | |
| CHILD SHARE | |||||||
| 1544 W GLENOAKS BLVD | GLENDALE | CA | 91201 | NONE | CHARITABLE DONATION | $25,000 | |
| CHILDREN NOW | |||||||
| 714 W OLYMPIC BLVD STE 909 | LOS ANGELES | CA | 90015 | NONE | CHARITABLE DONATION | $2,500 | |
| CHILDREN'S MUSEUM MISSOULA | |||||||
| 227 1/2 WEST FRONT STREET | MISSOULA | MT | 59802 | NONE | CHARITABLE DONATION | $20,000 | |
| CITY YEAR LOS ANGELES | |||||||
| 606 S OLIVE STREET 2ND FLOOR | LOS ANGELES | CA | 90014 | NONE | CHARITABLE DONATION | $30,000 | |
| CLARK FORK COALITION | |||||||
| PO BOX 7593 | MISSOULA | MT | 59807 | NONE | CHARITABLE DONATION | $30,000 | |
| COACHELLA VALLEY WILD BIRD CENTER | |||||||
| PO BOX 10160 | INDIO | CA | 92202 | NONE | CHARITABLE DONATION | $5,000 | |
| COLLEGE TRACK | |||||||
| 111 BROADWAY | OAKLAND | CA | 94607 | NONE | CHARITABLE DONATION | $20,000 | |
| CONTEMPORARY AUSTIN MUSEUM | |||||||
| 3809 WEST 35TH STREET | AUSTIN | TX | 78703 | NONE | CHARITABLE DONATION | $10,000 | |
| DALLAS MUSEUM OF ART | |||||||
| 1717 N HARWOOD STREET | DALLAS | TX | 75201 | NONE | CHARITABLE DONATION | $25,000 | |
| DESTINY ARTS CENTER | |||||||
| 970 GRACE AVE | OAKLAND | CA | 94608 | NONE | CHARITABLE DONATION | $20,000 | |
| DONORSCHOOSEORG | |||||||
| 134 WEST 37TH STREET | NEW YORK | NY | 10018 | NONE | CHARITABLE DONATION | $1,891 | |
| EAST BAY CENTER FOR THE PERFORMING ARTS | |||||||
| 339 - 11TH STREET | RICHMOND | CA | 948013105 | NONE | CHARITABLE DONATION | $10,000 | |
| ENVISION EDUCATION | |||||||
| 111 MYRTLE STREET 203 | OAKLAND | CA | 94607 | NONE | CHARITABLE DONATION | $15,000 | |
| EQUINE ORTHOPAEDIC RESEARCH CENTER COLORADO STATE UNIVERSITY | |||||||
| 300 WEST DRAKE RD BLDG H | FT COLLINS | CO | 80523 | NONE | CHARITABLE DONATION | $250,000 | |
| FIDELITY CHARITABLE | |||||||
| PO BOX 770001 | CINCINNATI | OH | 452770053 | NONE | CHARITABLE DONATION | $150,000 | |
| FINE ARTS MUSEUMS OF SAN FRANCISCO | |||||||
| 50 HAGIWARA TEA GARDEN DRIVE | SAN FRANCISCO | CA | 94118 | NONE | CHARITABLE DONATION | $10,000 | |
| FIRST PLACE FOR YOUTH | |||||||
| 426 17TH STREET SUITE 100 | OAKLAND | CA | 94612 | NONE | CHARITABLE DONATION | $30,000 | |
| FOOD FORWARD | |||||||
| 7412 FULTON AVE 3 | NORTH HOLLYWOOD | CA | 91605 | NONE | CHARITABLE DONATION | $15,000 | |
| FOOTHILL FAMILY SERVICE | |||||||
| 2500 E FOOTHILL BLVD SUITE 300 | PASADENA | CA | 91001 | NONE | CHARITABLE DONATION | $35,000 | |
| FOUNDATION FOR STUDENTS RISING ABOVE | |||||||
| PO BOX 29174 | SAN FRANCISCO | CA | 94129 | NONE | CHARITABLE DONATION | $40,000 | |
| FOUNDATION FOR TEACHING ECONOMICS | |||||||
| 260 RUSSELL BLVD SUITE B | DAVIS | CA | 95618 | NONE | CHARITABLE DONATION | $25,000 | |
| FREE ARTS FOR ABUSED CHILDREN | |||||||
| 5301 BEETHOVEN STREET SUITE 102 | LOS ANGELES | CA | 90066 | NONE | CHARITABLE DONATION | $15,000 | |
| FRIENDS OF THE DESERT MOUNTAINS | |||||||
| PO BOX 1281 | PALM DESERT | CA | 92261 | NONE | CHARITABLE DONATION | $10,000 | |
| FRIENDS OF THE ISRAEL DEFENSE FORCES | |||||||
| 1430 BROADWAY STE 1301 | NEW YORK | NY | 10018 | NONE | CHARITABLE DONATION | $25,000 | |
| GALVESTON HISTORICAL FOUNDATION | |||||||
| 502 20TH STREET | GALVESTON | TX | 77550 | NONE | CHARITABLE DONATION | $35,000 | |
| GARDEN CITY HARVEST INC | |||||||
| 103 HICKORY | MISSOULA | MT | 59806 | NONE | CHARITABLE DONATION | $100,000 | |
| GAY & LESBIAN ALLIANCE AGAINST DEFAMATION INC | |||||||
| 5455 WILSHIRE BLVD STE 1500 | LOS ANGELES | CA | 90036 | NONE | CHARITABLE DONATION | $100,000 | |
| GEORGETOWN PALACE THEATRE | |||||||
| 810 SOUTH AUSTIN AVENUE | GEORGETOWN | TX | 78626 | NONE | CHARITABLE DONATION | $5,000 | |
| GLSEN (GAY LESBIAN & STRAIGHT EDUCATION NETWORK) | |||||||
| 90 BROAD STREET | NEW YORK | NY | 10004 | NONE | CHARITABLE DONATION | $50,000 | |
| GOLD BUCKLE CHAMPION INC | |||||||
| PO BOX 70 | KUNA | ID | 83634 | NONE | CHARITABLE DONATION | $15,000 | |
| HEART OF LOS ANGELES (HOLA) | |||||||
| 2701 WILSHIRE BLVD STE 100 | LOS ANGELES | CA | 90057 | NONE | CHARITABLE DONATION | $25,000 | |
| HONOLULU MUSEUM OF ART | |||||||
| 900 S BERETANIA ST | HONOLULU | HI | 96814 | NONE | CHARITABLE DONATION | $30,000 | |
| HOUSTON LIVESTOCK SHOW & RODEO | |||||||
| 3 NRG PARK | HOUSTON | TX | 77054 | NONE | CHARITABLE DONATION | $2,500 | |
| INNER-CITY ARTS | |||||||
| 720 KOHLER STREET | LOS ANGELES | CA | 90021 | NONE | CHARITABLE DONATION | $30,000 | |
| JETS | |||||||
| 7660 BEVERLY BLVD STE 315 | LOS ANGELES | CA | 90036 | NONE | CHARITABLE DONATION | $25,000 | |
| JOSHUA TREE NATIONAL PARK ASSOCIATION | |||||||
| 74485 NATIONAL PARK DRIVE | TWENTYNINE PALMS | CA | 92277 | NONE | CHARITABLE DONATION | $62,500 | |
| JUMA VENTURES | |||||||
| 131 STEUART STREET STE 201 | SAN FRANCISCO | CA | 94105 | NONE | CHARITABLE DONATION | $30,000 | |
| KEEP YOUTH DOING SOMETHING (KYDS) INC | |||||||
| 7026 SOPHIA AVENUE | VAN NUYS | CA | 91406 | NONE | CHARITABLE DONATION | $20,000 | |
| LA PARTNERSHIP FOR EARLY CHILDHOOD INVESTMENT | |||||||
| 2355 WESTWOOD BLVD 114 | LOS ANGELES | CA | 90064 | NONE | CHARITABLE DONATION | $40,000 | |
| LACMA | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | NONE | CHARITABLE DONATION | $75,000 | |
| LMU CENTER FOR MATH AND SCIENCE TEACHING | |||||||
| 1 LMU DRIVE UNIVERSITY HALL STE | LOS ANGELES | CA | 900452659 | NONE | CHARITABLE DONATION | $113,327 | 1300 |
| LONG BEACH MUSEUM OF ART | |||||||
| 2300 EAST OCEAN BLVD | LONG BEACH | CA | 90803 | NONE | CHARITABLE DONATION | $15,000 | |
| LOS ANGELES LGBT CENTER | |||||||
| 1625 N SCHRADER BLVD | LOS ANGELES | CA | 90028 | NONE | CHARITABLE DONATION | $30,000 | |
| LUNA DANCE INSTITUTE | |||||||
| 605 ADDISION STREET | BERKELEY | CA | 94710 | NONE | CHARITABLE DONATION | $15,000 | |
| MENNINGER CLINIC | |||||||
| 12301 MAIN STREET | HOUSTON | TX | 77035 | NONE | CHARITABLE DONATION | $25,000 | |
| MILLS COLLEGE OFC OF INST ADVANCEMENT | |||||||
| 5000 MACARTHUR BLVD PMB 49 | OAKLAND | CA | 94613 | NONE | CHARITABLE DONATION | $17,000 | |
| MISSOULA AGING SERVICES | |||||||
| 337 STEPHENS AVENUE | MISSOULA | MT | 59801 | NONE | CHARITABLE DONATION | $50,000 | |
| MONTANA GHOST TOWN PRESERVATION SOCIETY | |||||||
| PO BOX 1861 | BOZEMAN | MT | 59771 | NONE | CHARITABLE DONATION | $1,000 | |
| MONTANA HISTORICAL SOCIETY | |||||||
| 225 NORTH ROBERTS | HELENA | MT | 59620 | NONE | CHARITABLE DONATION | $150,000 | |
| MONTANA NATURAL HISTORY CENTER | |||||||
| 120-A HICKORY STREET | MISSOULA | MT | 59801 | NONE | CHARITABLE DONATION | $50,000 | |
| MONTANA WILDERNESS ASSOCIATION | |||||||
| 80 SOUTH WARREN | HELENA | MT | 59601 | NONE | CHARITABLE DONATION | $50,000 | |
| MORONGO BASIN HISTORICAL SOCIETY | |||||||
| PO BOX 2046 | YUCCA VALLEY | CA | 92286 | NONE | CHARITABLE DONATION | $10,000 | |
| MOUNT SAN JACINTO NATURAL HISTORY ASSOCIATION | |||||||
| 73440 BUCKBOARD TRAIL | PALM DESERT | CA | 92260 | NONE | CHARITABLE DONATION | $10,000 | |
| NATIONAL HIGH SCHOOL RODEO ASSOCIATION | |||||||
| 2562 SW MOSSY BRAE RD | WEST LINN | OR | 97068 | NONE | CHARITABLE DONATION | $50,000 | |
| NATURAL HISTORY MUSEUM | |||||||
| 900 EXPOSITION BLVD | LOS ANGELES | CA | 90007 | NONE | CHARITABLE DONATION | $10,000 | |
| NEIGHBORHOOD MUSIC SCHOOL ASSOCIATION | |||||||
| 358 S BOYLE AVENUE | LOS ANGELES | CA | 90033 | NONE | CHARITABLE DONATION | $12,000 | |
| NEWPORT MESA SCHOOLS FOUNDATION | |||||||
| 2045 MEYER PL | COSTA MESA | CA | 92627 | NONE | CHARITABLE DONATION | $3,109 | |
| OPPORTUNITY RESOURCES INC | |||||||
| 2821 S RUSSELL ST | MISSOULA | MT | 59801 | NONE | CHARITABLE DONATION | $105,200 | |
| OUT FUND CO LIBERTY HILL FOUNDATION | |||||||
| 6420 WILSHIRE BLVD STE 700 | LOS ANGELES | CA | 900485547 | NONE | CHARITABLE DONATION | $25,000 | |
| PF BRESEE FOUNDATION | |||||||
| 184 S BIMINI PL | LOS ANGELES | CA | 90004 | NONE | CHARITABLE DONATION | $25,000 | |
| PS ARTS | |||||||
| 1728 ABBOT KINNEY BOULEVARD STE 101 | VENICE | CA | 90291 | NONE | CHARITABLE DONATION | $30,000 | |
| PALM SPRINGS PRESERVATION FOUNDATION | |||||||
| 1775 E PALM CANYON DR SUITE 110-195 | PALM SPRINGS | CA | 92264 | NONE | CHARITABLE DONATION | $5,000 | |
| PARA LOS NINOS | |||||||
| 500 LUCAS AVE | LOS ANGELES | CA | 90017 | NONE | CHARITABLE DONATION | $15,000 | |
| PARALYZED VETERANS OF AMERICA | |||||||
| 801 18TH ST NW | WASHINGTON | DC | 20006 | NONE | CHARITABLE DONATION | $10,000 | |
| PERFORMING ARTS WORKSHOP | |||||||
| 1661 TENNESSEE STREET UNIT 3-O | SAN FRANCISCO | CA | 94107 | NONE | CHARITABLE DONATION | $10,000 | |
| PLANNED PARENTHOOD LOS ANGELES | |||||||
| 400 W 30TH ST | LOS ANGELES | CA | 90007 | NONE | CHARITABLE DONATION | $25,000 | |
| POINT FOUNDATION | |||||||
| 1357 BROADWAY SUITE 401 | NEW YORK | NY | 10018 | NONE | CHARITABLE DONATION | $50,000 | |
| PROJECT GRAD LOS ANGELES INC | |||||||
| 10200 SEPULVEDA BLVD STE 255 | MISSION HILLS | CA | 91345 | NONE | CHARITABLE DONATION | $40,000 | |
| RAISE A CHILD INC | |||||||
| 6565 SUNSET BLVD STE 411 | HOLLYWOOD | CA | 90028 | NONE | CHARITABLE DONATION | $15,000 | |
| RAPTOR VIEW RESEARCH INSTITUTE | |||||||
| PO BOX 4323 | MISSOULA | MT | 59806 | NONE | CHARITABLE DONATION | $7,000 | |
| READING PARTNERS | |||||||
| 180 GRAND AVENUE STE 800 | OAKLAND | CA | 94612 | NONE | CHARITABLE DONATION | $40,000 | |
| ROAR FOUNDATION | |||||||
| 6867 SOLEDAD CANYON ROAD | ACTON | CA | 93510 | NONE | CHARITABLE DONATION | $10,000 | |
| SEMA MEMORIAL SCHOLARSHIP FUND | |||||||
| 1575 SOUTH VALLEY VISTA DR | DIAMOND BAR | CA | 91765 | NONE | CHARITABLE DONATION | $5,000 | |
| SOUTHERN CALIFORNIA COLLEGE ACCESS NETWORK A PROJECT OF COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA STREET STE 240 | LOS ANGELES | CA | 90012 | NONE | CHARITABLE DONATION | $20,000 | |
| SOUTHERN CALIFORNIA GRANTMAKERS | |||||||
| 1000 NORTH ALAMEDA STREET STE 230 | LOS ANGELES | CA | 90012 | NONE | CHARITABLE DONATION | $8,000 | |
| TEACH FOR AMERICA | |||||||
| 22 FOURTH STREET 7TH FLOOR | SAN FRANCISCO | CA | 94103 | NONE | CHARITABLE DONATION | $50,000 | |
| TEACH FOR AMERICA | |||||||
| 606 S OLIVE STREET STE 300 | LOS ANGELES | CA | 90014 | NONE | CHARITABLE DONATION | $15,000 | |
| THE FUND FOR AMERICAN STUDIES | |||||||
| 1706 NEW HAMPSHIRE AVE NW | WASHINGTON | DC | 20009 | NONE | CHARITABLE DONATION | $25,000 | |
| THE GABRIELLA FOUNDATION | |||||||
| 639 S COMMONWEALTH AVE SUITE B | LOS ANGELES | CA | 90005 | NONE | CHARITABLE DONATION | $20,000 | |
| THE LIVING DESERT | |||||||
| 47900 PORTOLA AVENUE | PALM DESERT | CA | 92260 | NONE | CHARITABLE DONATION | $44,000 | |
| THE UNUSUAL SUSPECTS THEATRE COMPANY | |||||||
| 3719 VERDUGO ROAD | LOS ANGELES | CA | 90065 | NONE | CHARITABLE DONATION | $10,000 | |
| THE WILDWOODS FOUNDATION A PROJECT OF COMMUNITY PARTNERS | |||||||
| 1000 N ALAMEDA ST STE 240 | LOS ANGELES | CA | 90012 | NONE | CHARITABLE DONATION | $15,000 | |
| TIPPING POINT COMMUNITY | |||||||
| 220 MONTGOMERY STREET STE 850 | SAN FRANCISCO | CA | 94104 | NONE | CHARITABLE DONATION | $55,000 | |
| UCROSS FOUNDATION | |||||||
| 30 BIG RED LANE | CLEARMONT | WY | 82835 | NONE | CHARITABLE DONATION | $25,000 | |
| UNITED FRIENDS OF THE CHILDREN | |||||||
| 1055 WILSHIRE BLVD SUITE 1955 | LOS ANGELES | CA | 90017 | NONE | CHARITABLE DONATION | $30,000 | |
| UNIVERSITY OF SOUTHERN CALIFORNIA | |||||||
| MARSHALL SCHOOL OF BUSINESS 29TH | LOS ANGELES | CA | 90089 | NONE | CHARITABLE DONATION | $10,000 | FLOOR |
| USC CENTER ON PHILANTHROPY AND PUBLIC POLICY | |||||||
| 650 CHILDS WAY RGL 210 | LOS ANGELES | CA | 90089 | NONE | CHARITABLE DONATION | $10,000 | |
| VICTORY RANCH INC | |||||||
| 828 OWENS LAKE DRIVE | SAN JOSE | CA | 95123 | NONE | CHARITABLE DONATION | $20,000 | |
| VIDA VERDE NATURE EDUCATION | |||||||
| 3540 LA HONDA RD | SAN GREGORIO | CA | 94074 | NONE | CHARITABLE DONATION | $20,000 | |
| WATSON CHILDREN'S SHELTER | |||||||
| 4978 BUCKHOUSE LANE | MISSOULA | MT | 59804 | NONE | CHARITABLE DONATION | $100,000 | |
| WESTERN STATE COLLEGE UNIVERSITY | |||||||
| 909 EAST ESCALANTE DRIVE | GUNNISON | CO | 81230 | NONE | CHARITABLE DONATION | $150,000 | |
| WORKING RANCH COWBOYS FOUNDATION | |||||||
| 408 SW 7TH AVE | AMARILLO | TX | 79101 | NONE | CHARITABLE DONATION | $10,000 | |
| YOUNG SURVIVAL COALITION | |||||||
| 80 BROAD STREET STE 1700 | NEW YORK | NY | 10004 | NONE | CHARITABLE DONATION | $1,000 | |
| YOUTH HOMES | |||||||
| 550 NORTH CALIFORNIA STREET | MISSOULA | MT | 59807 | NONE | CHARITABLE DONATION | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,976,027 | 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 | $700 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,913,157 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | $268,524 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $543,299 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $954,435 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISC INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $30 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $4,680,145 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $4,680,145 | TotalIncomeProducingActyAmt |
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 | $39,765 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $39,765 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE. | Desc |
| Amt | $0 | Amt |
Depreciation Schedule DepreciationSchedule
Depreciation Property DepreciationPropertyGrp (9 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | Cost Or Other BasisCostOrOtherBasisAmt | Computation MethodComputationMethodTxt | Current Year ExpenseCurrentYearExpenseAmt | Net Investment IncomeNetInvestmentIncomeAmt | Prior Year DepreciationPriorYearDepreciationAmt | LifeLifeRt |
|---|---|---|---|---|---|---|---|
| LAND | 2013-03-01 | $257,500 | L | $0 | $0 | ||
| BUILDING | 2013-03-01 | $772,500 | SL | $19,808 | $19,808 | $15,681 | 39.000000000000 |
| SONY VAIO COMPUTER | 2014-06-01 | $1,094 | SL | $128 | $0 | 5.000000000000 | |
| PRINTER & PHONE | 2014-06-01 | $463 | SL | $54 | $0 | 5.000000000000 | |
| DESK | 2014-06-01 | $638 | SL | $53 | $0 | 7.000000000000 | |
| FILE CABINET | 2014-06-01 | $758 | SL | $63 | $0 | 7.000000000000 | |
| SETU DESK CHAIR | 2014-06-01 | $641 | SL | $53 | $0 | 7.000000000000 | |
| SOFA | 2014-06-01 | $1,198 | SL | $100 | $0 | 7.000000000000 | |
| RUG, MIRROR, TABLE | 2014-06-01 | $1,333 | SL | $111 | $0 | 7.000000000000 |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | WELLS FARGO ADVISOR BONDS | BondNm |
| EOY Book Value | $316,775 | EOYBookValueAmt |
| EOYFMV | $171,740 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (3 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| WADDELL & REED | $5,911,529 | $5,785,970 |
| WELLS FARGO ADVISOR MUTUAL FUNDS | $1,506,073 | $1,564,812 |
| WELLS FARGO ADVISOR STOCKS & ETFS | $71,511,965 | $65,302,386 |
Investments Land Schedule2 InvestmentsLandSchedule2
Investment Land InvestmentLandGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| LAND | $257,500 | $0 | $257,500 |
| BUILDING | $772,500 | $35,489 | $737,011 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| PROPERTY-HOUSTON, TX | AT COST | $600,000 | $600,000 |
| WAZEE ST OPPORTUNITES FND | FMV | $0 | $0 |
| WAZEE ST OPPORTUNITIES FND II | FMV | $1,839,146 | $1,230,451 |
Land Etc Schedule2 LandEtcSchedule2
Land Etc LandEtcGrp (7 entries)
| Category Or ItemCategoryOrItemTxt | Cost Or Other BasisCostOrOtherBasisAmt | Accumulated DepreciationAccumulatedDepreciationAmt | Book ValueBookValueAmt |
|---|---|---|---|
| SONY VAIO COMPUTER | $1,094 | $128 | $966 |
| PRINTER & PHONE | $463 | $54 | $409 |
| DESK | $638 | $53 | $585 |
| FILE CABINET | $758 | $63 | $695 |
| SETU DESK CHAIR | $641 | $53 | $588 |
| SOFA | $1,198 | $100 | $1,098 |
| RUG, MIRROR, TABLE | $1,333 | $111 | $1,222 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| LEGAL & ACCOUNTING | $54,471 | $0 | $54,471 |
| LEGAL AND PROFESSIONAL | $5,000 | $5,000 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (14 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT EXPENSES | $47,394 | $47,394 | $0 |
| MISCELLANEOUS | $423 | $0 | $423 |
| DUES & SUBSCRIPTIONS | $7,018 | $0 | $7,018 |
| SUPPLIES | $4,787 | $0 | $4,787 |
| TRAINING & DEVELOPMENT | $4,837 | $0 | $4,837 |
| BUSINESS EXPENSE | $6,490 | $0 | $6,490 |
| OFFICE RENTAL EXPENSES | $19,026 | $0 | $19,026 |
| LAKE STREET-INSURANCE | $125 | $125 | $0 |
| UTILITIES | $755 | $0 | $755 |
| SHIPPING | $319 | $0 | $319 |
| BANK CHARGES | $7 | $0 | $7 |
| INSURANCE | $5,453 | $5,453 | $0 |
| RENT-GROUND LAWA | $567,000 | $567,000 | $0 |
| OFFICE SUPPLIES | $224 | $224 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ROYALTIES | $17,270 | $17,270 | $17,270 |
| OTHER INCOME FROM PASSTHROUGHS | $526,029 | $526,029 | $526,029 |
| MISC INCOME | $30 | $30 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ADJUSTMENT TO BEGINNING BOOK BASIS. | Desc |
| Amt | $1,234,335 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CONSULTING | $4,095 | $0 | $4,095 |
| CONTRACT LABOR | $308 | $0 | $308 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| PROPERTY TAXES-LAKE ST | $22,758 | $22,758 | $0 |
| FEDERAL EXCISE TAX | $25,000 | $0 | $0 |
| PROPERTY TAXES-WOODLEY | $84,825 | $84,825 | $0 |
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