KELLY DAY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- KELLY DAY FOUNDATION (EIN 20-1473353)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-07-30
- IRS object ID
- 201512119349100106
- 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
- Accounting Fees Schedule
- General Explanation Attachment
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-07-30T09:54:10-07:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Krost Baumgarten Kniss & Guerrero | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 790 E Colorado Blvd Suite 600 | AddressLine1Txt |
| City | Pasadena | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 911012186 | 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 | 201473353 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kelly Day Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | KELL | BusinessNameControlTxt |
| Phone | 2138916300 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 865 South Figueroa Street | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jerry Carlton | PersonNm |
| Person Title | Secretary/Treasurer | PersonTitleTxt |
| Signature | 2015-07-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Luis A Guerrero CPA MBT | PreparerPersonNm |
| PTIN | P00184969 | PTIN |
| Phone | 6264494225 | 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 | $2,522,834 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,015,855 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $23,597 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $23,597 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $131,830 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,397,567 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $131,830 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,171,282 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $155,427 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $2,500 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $1,250 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $1,238 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $2,021 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $11 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $10 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $471 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $386 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $85 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $4,992 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,647 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $1,333 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $115,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $115,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $119,992 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,647 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $116,333 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,051,290 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $153,780 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $31,660 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $35,939 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $35,939 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,355 | AcctRcvblAmt |
| Acct Rcvbl EOY | $1,355 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,355 | AcctRcvblEOYFMVAmt |
| Corporate Stock BOY | $1,472,241 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,485,540 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,485,540 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,503,901 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,522,834 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,522,834 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $2,550 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $2,650 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $2,550 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,650 | TotalLiabilitiesEOYAmt |
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
| Unrestricted BOY | $1,501,351 | UnrestrictedBOYAmt |
| Unrestricted EOY | $2,520,184 | UnrestrictedEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,501,351 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,520,184 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,503,901 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,522,834 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,501,351 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,051,290 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,552,641 | SubtotalAmt |
| Other Decreases | $32,457 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,520,184 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $131,830 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$37,848 | NetShortTermCapitalGainLossAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $71,325 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,348,514 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.05289 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $70,548 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,214,872 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.05807 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $71,978 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,495,431 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.04813 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $56,070 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,389,972 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.04034 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $96,686 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,147,212 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.08428 | DistributionYr5Rt |
| Total Distribution | 0.28371 | TotalDistributionRt |
| Average Distribution | 0.05674 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,586,000 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $89,993 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,538 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $91,531 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $116,333 | 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 | $1,538 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,538 | SubtotalAmt |
| Tax Based On Investment Income | $1,538 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,314 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $5,314 | TotalPaymentsAndCreditsAmt |
| Overpayment | $3,776 | OverpaymentAmt |
| Applied To ES Tax | $3,776 | AppliedToESTaxAmt |
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 |
| Form990 T Filed | false | Form990TFiledInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Oakmont Corporation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2138916300 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 865 S Figueroa St Ste 700 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | 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 | Yes (true) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Excess Business Holdings | false | ExcessBusinessHoldingsInd |
| 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 |
| Transactions Fail To Qlfy As Exc | false | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | false | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Proceeds Or Net Income | false | ProceedsOrNetIncomeInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Kelly P Day | ||||||
| 865 S Figueroa Street 700 | Los Angeles | CA | 90017 | President | 1.00 | $0 |
| Jerry Carlton | ||||||
| 865 S Figueroa Street 700 | Los Angeles | CA | 90017 | Sec/Treasurer | 1.00 | $0 |
| Donald T Carlisi | ||||||
| 865 S Figueroa Street 700 | Los Angeles | CA | 90017 | Vice President | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,532,173 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $77,979 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,610,152 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $1,610,152 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $24,152 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,586,000 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $79,300 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $79,300 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,538 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,538 | TotalTaxAmt |
| Distributable Before Adj | $77,762 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $77,762 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $77,762 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $116,333 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $116,333 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $1,538 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $114,795 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $77,762 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $51,227 | UndistributedIncomePYAmt |
| Qualifying Distributions | $116,333 | QualifyingDistributionsAmt |
| Applied To Year1 | $51,227 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $65,106 | AppliedToCurrentYearAmt |
| Undistributed Income CY | $12,656 | UndistributedIncomeCYAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Kelly P Day | ContributingManagerNm |
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | Kelly Day Foundation | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 865 S Figueroa St Suite 700 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 2138916300 | RecipientPhoneNum |
| Form And Info And Materials | No specific form or information required. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | None | SubmissionDeadlinesTxt |
| Restrictions On Awards | Determine on case by case basis | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| March of Dimes Foundation | |||||||
| 1275 Mamaroneck Avenue | White Plains | NY | 10605 | None | Public | Unrestricted | $5,000 |
| Regents University of California LA | |||||||
| 10833 LE CONTE AVE ROOM 27-139 CHS | Los Angeles | CA | 90095 | None | Public | Unrestricted | $80,000 |
| LOS ANGELES COUNTY MUSEUM OF ART | |||||||
| 5905 WILSHIRE BLVD | LOS ANGELES | CA | 90036 | None | Public | UNRESTRICTED | $20,000 |
| ALL SAINTS CHURCH | |||||||
| 504 NORTH CAMDEN DR | BEVERLY HILLS | CA | 90210 | None | Public | UNRESTRICTRED | $10,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $115,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $23,597 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $131,830 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $155,427 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $155,427 | 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 | Kelly Day TRUST DTD MARCH 22 2000 | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 865 S Figueroa Street 700 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $1,015,855 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 15,900 SHARES OF AMERICAN AIRLINES GROUP INC STOCK2,300 SHARES OF DELTA AIRLINES INC STOCK500 SHARES | NoncashPropertyDesc |
| Fair Market Value | $1,015,855 | FairMarketValueAmt |
| Received | 2014-12-31 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $2,500 | Amt |
| Net Investment Income | $1,250 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $1,238 | DisbursementsCharitablePrpsAmt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | General Explanation Supplemental Information for Form 990-PF | FormAndLineReferenceDesc |
| Medium Explanation | Supplemental Information for Form 990-PF, Part VII-B, Line 1(A)(4)& CA RRF-1, Part B, Line 1:The foundation reimburses Oakmont Corporation (an entity related to and controlled by a disqualified person). The expenses are ordinary and necessary and as such the foundation is not subject to the excise tax for self-dealing and is exempt from filing form 4720. | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (15 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Freeport McMoran Copper & Gold | $25,696 | $25,696 |
| Boeing CO | $71,489 | $71,489 |
| MASTERCARD INC | $132,686 | $132,686 |
| AMERICAN AIRLINES GROUP INC | $970,703 | $970,703 |
| DELTA AIRLINES | $223,815 | $223,815 |
| GULF COAST ULTRA DEEP ROYALTY TR | $22,492 | $22,492 |
| LOCKHEED MARTIN CORP | $288,855 | $288,855 |
| ACTAVIS PLC | $90,094 | $90,094 |
| APPLE INC | $96,031 | $96,031 |
| FACEBOOK INC - A | $85,822 | $85,822 |
| HCA HOLDINGS INC | $73,390 | $73,390 |
| MACY'S | $108,487 | $108,487 |
| THERMO FISHER SCIENTIFIC INC | $103,364 | $103,364 |
| UNION PACIFIC CORPORATION | $90,538 | $90,538 |
| ZIMMER HOLDINGS INC | $102,078 | $102,078 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| POSTAGE AND DELIVERY | $15 | $15 | |
| State Filing Fees | $70 | $70 | |
| Trading Expense | $386 | $386 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Kelly P Day | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 865 S Figueroa Street 700 | AddressLine1Txt |
| City | Los Angeles | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90017 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| federal tax | $2,000 | ||
| foreign tax withheld | $11 | $11 | |
| State Tax | $10 | $10 |
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