TREBEK FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- TREBEK FAMILY FOUNDATION (EIN 27-4000393)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-20
- IRS object ID
- 201511409349100521
- 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
- Schedule B
- Depreciation Schedule
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-20T16:33:16-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Hollow Ln Ste 212 | AddressLine1Txt |
| City | Lake Success | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 274000393 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Trebek Family Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Foundation Source | InCareOfNm |
| Business Name Control | TREB | BusinessNameControlTxt |
| Phone | 8008391754 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Foundation Source 501 Silverside Rd | AddressLine1Txt |
| Address Line2 | Suite 123 | AddressLine2Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | jean trebek | PersonNm |
| Person Title | president | PersonTitleTxt |
| Phone | 8008391754 | PhoneNum |
| Signature | 2015-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Jeffrey D Haskell | PreparerPersonNm |
| PTIN | P01345770 | PTIN |
| Phone | 8008391754 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,690,131 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $3,250,006 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $130 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $130 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $210,027 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $210,027 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$73,436 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $21,197,687 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $528,004 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,386,727 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $738,161 | TotalNetInvstIncmAmt |
| Other Prof Fees Rev And Expnss | $73,052 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $73,052 | OtherProfFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $5,700 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $26,372 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $25 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $26,347 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $105,124 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $73,077 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $26,347 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,649,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,649,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,754,124 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $73,077 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,675,347 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $632,603 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $665,084 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $803,772 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $134,310 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $134,310 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $7,144,718 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,487,212 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $8,555,821 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $7,948,490 | TotalAssetsBOYAmt |
| Total Assets EOY | $8,621,522 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,690,131 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $8,631 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $49,060 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $8,631 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $49,060 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Retained Earning BOY | $7,939,859 | RetainedEarningBOYAmt |
| Retained Earning EOY | $8,572,462 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,939,859 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $8,572,462 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,948,490 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $8,621,522 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,939,859 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $632,603 | ExcessRevenueOverExpensesAmt |
| Subtotal | $8,572,462 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $8,572,462 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly-traded Securities | PropertyDesc |
| Gross Sales Price | $21,197,687 | GrossSalesPriceAmt |
| Cost Or Other Basis | $20,669,683 | CostOrOtherBasisAmt |
| Gain Or Loss | $528,004 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $528,004 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $528,004 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $969,062 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $5,119,546 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.189287 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $308,277 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $3,061,292 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.100702 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $159,360 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $845,177 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.188552 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $0 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $393,405 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.0 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $0 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $0 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.0 | DistributionYr5Rt |
| Total Distribution | 0.478541 | TotalDistributionRt |
| Average Distribution | 0.119635 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $7,106,687 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $850,208 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $6,651 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $856,859 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $2,675,347 | 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 | $6,651 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $6,651 | SubtotalAmt |
| Tax Based On Investment Income | $6,651 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $5,948 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $703 | AppliedToEsTaxAmt |
| Total Payments And Credits | $6,651 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | Yes (true) | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | DE | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Foundation Source | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8008391754 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 501 Silverside Road Suite 123 | AddressLine1Txt |
| City | Wilmington | CityNm |
| State Abbreviation | DE | StateAbbreviationCd |
| ZIP | 198091377 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Alex Trebek | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres / Dir / Sec | 1.0 | $0 |
| Jean Trebek | ||||||
| Foundation Source 501 Silverside Rd | Wilmington | DE | 198091377 | Co- Pres / Dir | 1.0 | $0 |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UBS Financial Services | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7700 Wisconsin Ave Suite 300 | AddressLine1Txt |
| City | Bethesda | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Managemen | ServiceTypeTxt |
| Compensation | $73,052 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Summary Of Direct Chrtbl Acty | SummaryOfDirectChrtblActyGrp | |
| Sum Of Program Related Invst | SumOfProgramRelatedInvstGrp |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $6,880,385 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $334,526 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $7,214,911 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $7,214,911 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $108,224 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $7,106,687 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $355,334 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $355,334 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,651 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,651 | TotalTaxAmt |
| Distributable Before Adj | $348,683 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $348,683 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $348,683 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,675,347 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $2,675,347 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $6,651 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $2,668,696 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $348,683 | DistributableAsAdjustedAmt |
| Prior Year1 | 2012 | PriorYear1Yr |
| Prior Year2 | 2011 | PriorYear2Yr |
| Prior Year3 | 2010 | PriorYear3Yr |
| Excess Distribution Cyov Yr3 | $124,442 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $167,262 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $724,827 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,016,531 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,675,347 | QualifyingDistributionsAmt |
| Applied To Current Year | $348,683 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $2,326,664 | RemainingDistriFromCorpusAmt |
| Total Corpus | $3,343,195 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $3,343,195 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $124,442 | ExcessFromYear3Amt |
| Excess From Year2 | $167,262 | ExcessFromYear2Amt |
| Excess From Year1 | $724,827 | ExcessFromYear1Amt |
| Excess From Current Year | $2,326,664 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NONE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AID STILL REQUIRED | |||||||
| PO BOX 7353 | SANTA MONICA | CA | 90406 | N/A | PC | General & Unrestricted | $5,000 |
| AMERICAN FILM INSTITUTE INC | |||||||
| 2021 N WESTERN AVE | LOS ANGELES | CA | 90027 | N/A | PC | General & Unrestricted | $50,000 |
| AMERICAN FOUNDATION FOR THE BLIND INC | |||||||
| 2 PENN PLZ STE 1102 | NEW YORK | NY | 10121 | N/A | PC | General & Unrestricted | $10,000 |
| CHILDRENS BURN FOUNDATION | |||||||
| 5000 VAN NUYS BLVD STE 450 | SHERMAN OAKS | CA | 91403 | N/A | PC | General & Unrestricted | $20,000 |
| CHURCH OF RELIGIOUS SCIENCE NORTH HOLLYWOOD | |||||||
| 6161 WHITSETT AVE | N HOLLYWOOD | CA | 91606 | N/A | PC | General & Unrestricted | $30,000 |
| COALITION OF PET AND PUBLIC SAFETY | |||||||
| 8581 SANTA MONICA BLVD STE 511 | WEST HOLLYWOOD | CA | 90069 | N/A | PC | Forsaken Felines Division | $3,000 |
| FOUNDATION FOR A COURSE IN MIRACLES INC | |||||||
| 41397 BUECKING DR | TEMECULA | CA | 92590 | N/A | PC | General & Unrestricted | $10,000 |
| FRIENDS OF THE UNIVERSITY OF OTTAWA | |||||||
| 1725 I ST NW STE 800 | WASHINGTON | DC | 20006 | N/A | PC | General & Unrestricted | $1,925,000 |
| INTERNATIONAL MEDICAL CORPS | |||||||
| 1919 SANTA MONICA BLVD STE 400 | SANTA MONICA | CA | 90404 | N/A | PC | General & Unrestricted | $10,000 |
| JOHN WAYNE CANCER INSTITUTE | |||||||
| 2200 SANTA MONICA BLVD | SANTA MONICA | CA | 90404 | N/A | PC | Breast & Prostate Research Institute | $2,000 |
| JONSSON CANCER CENTER FOUNDATION- UCLA | |||||||
| PO BOX 951780 | LOS ANGELES | CA | 90095 | N/A | PC | Charitable Event | $10,000 |
| JONSSON CANCER CENTER FOUNDATION- UCLA | |||||||
| PO BOX 951780 | LOS ANGELES | CA | 90095 | N/A | PC | Charitable Event | $5,000 |
| LEARNING RIGHTS LAW CENTER | |||||||
| 205 S BROADWAY STE 808 | LOS ANGELES | CA | 90012 | N/A | PC | General & Unrestricted | $5,000 |
| NATIONAL GEOGRAPHIC SOCIETY | |||||||
| 1145 17TH ST NW | WASHINGTON | DC | 20036 | N/A | PC | General & Unrestricted | $498,000 |
| RED CLOUD INDIAN SCHOOL | |||||||
| 100 MISSION DR | PINE RIDGE | SD | 57770 | N/A | PC | General & Unrestricted | $10,000 |
| STEPHENS COLLEGE | |||||||
| 1200 E BROADWAY CAMPUS BOX 2006 | COLUMBIA | MO | 65215 | N/A | PC | Guest Lectureship in the Psychology of Character, for the Low-Residency M.F.A. Program in TV and Screenwriting | $6,000 |
| THE CAMPBELL CENTER | |||||||
| 6512 SAN FERNANDO RD | GLENDALE | CA | 91201 | N/A | PC | General & Unrestricted | $5,000 |
| THE THALIANS | |||||||
| 15451 SAN FERNANDO MISSION BLVD | MISSION HILLS | CA | 91345 | N/A | PC | General & Unrestricted | $10,000 |
| UNITED SERVICE ORGANIZATIONS INC | |||||||
| PO BOX 96860 | WASHINGTON | DC | 20077 | N/A | PC | Wounded Warrior Project | $25,000 |
| WONDERWORK INC | |||||||
| 420 5TH AVE FL 27 | NEW YORK | NY | 10018 | N/A | PC | General & Unrestricted | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,649,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $130 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $210,027 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$73,436 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $136,721 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $136,721 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Trebek Family Trust | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | Mr Mrs A Trebek 3405 Fryman Rd | AddressLine1Txt |
| City | Studio City | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 91604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $3,250,006 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | iSHARES NASDAQ BIOTECHNOLOGY IBB, 4443 sh. | $1,399,567 | 2014-12-19 |
| 1 | iSHARES COHEN & STEERS REALTY MAJORS IN ICF, 4958 sh. | $487,099 | 2014-12-19 |
| 1 | ISHARES DOW JONES US HEALTHCARE IYH, 9157 sh. | $1,363,340 | 2014-12-19 |
Depreciation Schedule DepreciationSchedule
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (18 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| DB X TRACKERS MSCI EAFE HEDGED | $678,800 | $693,441 |
| DB X TRACKERS MSCI EUROPE HEDG | $509,569 | $518,135 |
| EATON VANCE FLOATING RATE FUND | $367,863 | $366,376 |
| GOLDMAN SACHS MLP ENERGY INFRA | $434,930 | $433,070 |
| ISHARES COHEN & STEERS REALTY | $496,411 | $520,031 |
| ISHARES DOW JONES US REAL ESTA | $182,422 | $196,557 |
| ISHARES MSCI EMERGING MARKETS | $313,327 | $313,927 |
| ISHARES MSCI FRONTIER 100 FUND | $87,250 | $86,856 |
| ISHARES RUSSELL 2000 | $687,952 | $710,902 |
| LOOMIS SAYLES FDS STRATEGIC IN | $741,904 | $730,078 |
| METROPOLITAN WEST HIGH YIELD B | $379,750 | $366,595 |
| METROPOLITAN WEST RETURN BOND | $721,803 | $733,029 |
| SPDR DOW JONES INDUSTRIAL AVER | $359,132 | $366,077 |
| SPDR S&P 500 ETF TRUST | $822,045 | $838,602 |
| SPDR S&P MIDCAP 400 EFT TRUST | $792,245 | $795,077 |
| TCW EMERGING MARKETS INCOME FU | $488,265 | $473,529 |
| TEMPLETON GLOBAL BD | $299,311 | $291,798 |
| VANGUARD FTSE EMERGING MARKETS | $124,233 | $121,741 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Administrative Fees | $26,322 | $26,322 | |
| Bank Charges | $25 | $25 | |
| State or Local Filing Fees | $25 | $25 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OUTSTANDING OPTIONS | Desc |
| BOY Book Value | $8,631 | BOYBookValueAmt |
| EOY Book Value | $49,060 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Investment Management Services | CategoryTxt |
| Amt | $73,052 | Amt |
| Net Investment Income | $73,052 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | 990-PF Estimated Tax for 2014 | CategoryTxt |
| Amt | $5,700 | Amt |