MARGARET M BLOOMFIELD FAMILY FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- MARGARET M BLOOMFIELD FAMILY FOUNDATION (EIN 20-6156014)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-08-13
- IRS object ID
- 201522259349101202
- 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
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Decreases Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-08-13T22:27:32-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 861065772 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DELOITTE TAX LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 555 MISSION STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | 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 | 206156014 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BLOOMFIELD FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BLOO | BusinessNameControlTxt |
| Phone | 3104545571 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2098 | AddressLine1Txt |
| City | MANHATTAN BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90267 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM BLOOMFIELD | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 3104545571 | PhoneNum |
| Signature | 2015-08-09 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOAN S MCMAHON | PreparerPersonNm |
| PTIN | P00966494 | PTIN |
| Phone | 4157834000 | 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 | $65,726,694 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
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 | $282,302 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $282,302 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,024,760 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,024,760 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $4,335,429 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $17,223,273 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $4,335,429 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $192 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $192 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $5,642,683 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $5,642,683 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $39,138 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $19,569 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $19,569 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $169,365 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $169,365 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $76,241 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $28,468 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $235 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $284,744 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $217,402 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $19,804 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,071,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,071,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $3,355,744 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $217,402 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $3,090,804 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,286,939 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $5,425,281 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,846,581 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $436,698 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $436,698 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $12,904,962 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $11,640,478 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $11,640,478 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $46,532,540 | CorporateStockBOYAmt |
| Corporate Stock EOY | $46,837,940 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $46,837,940 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,639,225 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $6,811,578 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $6,811,578 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $64,923,308 | TotalAssetsBOYAmt |
| Total Assets EOY | $65,726,694 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $65,726,694 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $239,623 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $204,156 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $239,623 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $204,156 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $64,683,685 | RetainedEarningBOYAmt |
| Retained Earning EOY | $65,522,538 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $64,683,685 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $65,522,538 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $64,923,308 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $65,726,694 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $64,683,685 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,286,939 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $66,970,624 | SubtotalAmt |
| Other Decreases | $1,448,086 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $65,522,538 | 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 |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2014-01-01 | AcquiredDt |
| Sold | 2014-12-31 | SoldDt |
| Gross Sales Price | $17,223,273 | GrossSalesPriceAmt |
| Cost Or Other Basis | $12,887,844 | CostOrOtherBasisAmt |
| Gain Or Loss | $4,335,429 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $4,335,429 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $4,335,429 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,418,966 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $56,817,682 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.024974 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,995,628 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $42,907,259 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.046510 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $563,175 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $31,048,762 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.018138 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,065,334 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $11,829,240 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.090059 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $602,036 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,978,596 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.060333 | DistributionYr5Rt |
| Total Distribution | 0.240014 | TotalDistributionRt |
| Average Distribution | 0.048003 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $65,414,749 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $3,140,104 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $54,253 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $3,194,357 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $3,090,804 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $108,506 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $108,506 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $108,506 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $105,262 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $60,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $165,262 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $108 | EsPenaltyAmt |
| Overpayment | $56,648 | OverpaymentAmt |
| Applied To ES Tax | $56,648 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
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 | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM E BLOOMFIELD JR | IndividualWithBooksNm |
| Phone | 3104545571 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 2098 | AddressLine1Txt |
| City | MANHATTAN BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90267 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| 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 (2 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 |
|---|---|---|---|---|---|---|---|---|
| BILL BLOOMFIELD | ||||||||
| 940 1ST STREET | MANHATTAN BEACH | CA | 90266 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| JOANNE HUNTER | ||||||||
| 801 PACIFIC AVENUE | MANHATTAN BEACH | CA | 90266 | CO-TRUSTEE | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MERRILL LYNCH PIERCE FENNER & SMITH | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1500 MERRILL LYNCH DRIVE | AddressLine1Txt |
| City | PENNINGTON | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 08534 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT MANAGEMENT | ServiceTypeTxt |
| Compensation | $169,365 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $64,692,007 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,718,906 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $66,410,913 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $66,410,913 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $996,164 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $65,414,749 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,270,737 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,270,737 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $108,506 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $108,506 | TotalTaxAmt |
| Distributable Before Adj | $3,162,231 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,162,231 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,162,231 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $3,090,804 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $3,090,804 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $3,090,804 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,162,231 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,336,427 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $3,090,804 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,336,427 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $754,377 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $2,407,854 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| ALLIANCE SCHOOLS | ||||||||
| 601 S FIGUEROA STREET 4TH FLOOR | LOS ANGELES | CA | 90017 | NONE | PC | SUPPORT EDUCATION VIA PUBLIC CHARTER SCHOOL | $1,000,000 | |
| BUILDING EXCELLENT SCHOOLS | ||||||||
| 31 MILK STREET 6TH FLOOR | BOSTON | MA | 02109 | NONE | PC | SUPPORT CHARTER SCHOOLS IN UNDERSERVED AREAS | $10,000 | |
| COMMON CAUSE EDUCATION FUND | ||||||||
| 1133 19TH STREET NW 9TH FLOOR | WASHINGTON | DC | 20036 | NONE | PC | EDUCATIONAL REFORM | $25,000 | |
| CANCER SUPPORT COMMUNITY | ||||||||
| 109 W TORRANCE BOULEVARD | REDONDO BEACH | CA | 90277 | NONE | PC | SUPPORT CANCER PATIENTS AND THEIR FAMILIES | $10,000 | |
| CENTER FOR INDIVIDUAL RIGHTS | ||||||||
| 1233 20TH STREET NW SUITE 300 | WASHINGTON | DC | 20036 | NONE | PC | SUPPORT NON-PROFIT PUBLIC INTEREST LAW FIRM RE INDIVIDUAL RIGHTS | $100,000 | |
| CHILDREN'S HOSPITAL LOS ANGELES FOUNDATION | ||||||||
| PO BOX 847924 | LOS ANGELES | CA | 90084 | NONE | PC | MEDICAL RESEARCH FOR OPSOCLONUS MYOCLONUS | $25,000 | |
| CITY OF HOPE | ||||||||
| 1500 E DUARTE ROAD | DUARTE | CA | 91010 | NONE | PC | MEDICAL RESEARCH FOR BRAIN CANCER | $25,000 | |
| CONCERN FOUNDATION | ||||||||
| 1026 S ROBERTSON BOULEVARD SUITE | LOS ANGELES | CA | 90035 | NONE | PC | CANCER RESEARCH | $50,000 | 600 |
| COPENHAGEN CONSENSUS CENTER USA INC | ||||||||
| 800 TINICUM BOULEVARD | PHILADELPHIA | PA | 19153 | NONE | PC | SUPPORT GLOBAL ECONOMIC POLICIES AND PRIORITY-SETTING | $10,000 | |
| CRIMINAL JUSTICE LEGAL FOUNDATION | ||||||||
| 2131 L STREET | SACRAMENTO | CA | 95816 | NONE | PC | SUPPORT NATIONAL POLICIES ON CRIMINAL JUSTICE | $50,000 | |
| FIRSST | ||||||||
| 125 UNIVERSITY AVENUE SUITE 101 | BERKELEY | CA | 94710 | NONE | PC | SCIENTIFIC RESEARCH | $10,000 | |
| FOUNDATION FOR DEFENSE OF DEMOCRACIES (FDD) | ||||||||
| 1726 M ST NW SUITE 700 | WASHINGTON | DC | 20036 | NONE | PC | SUPPORT NATIONAL POLICIES ON DEFENDING DEMOCRACY | $75,000 | |
| FRIENDS OF CASA HOGAR BAJA | ||||||||
| 2711 N SEPULVEDA 534 | MANHATTAN BEACH | CA | 90266 | NONE | PC | SUPPORTING ORPHANAGES | $24,000 | |
| FRIENDSHIP CIRCLE OF THE SOUTH BAY | ||||||||
| 2108 VAIL AVENUE | REDONDO BEACH | CA | 90278 | NONE | PC | SUPPORT TO UNDER-SERVED CHILDREN IN THE LOCAL AREA | $10,000 | |
| HEALING HANDS OF JOY | ||||||||
| 3101 N HAMPTON DRIVE 1517 | ALEXANDRIA | VA | 22302 | NONE | PC | MEDICAL CARE FOR UNDER-SERVED FAMILIES | $52,000 | |
| HIRSHBERG FOUNDATION TOUR DE PIER | ||||||||
| 2990 S SEPULVEDA SUITE 300C | LOS ANGELES | CA | 90064 | NONE | PC | CANCER RESEARCH | $100,000 | |
| KIPP LA SCHOOLS | ||||||||
| 3601 EAST FIRST STREET | LOS ANGELES | CA | 90063 | NONE | PC | SUPPORT FOR PUBLIC CHARTER SCHOOLS IN L.A. AREA | $125,000 | |
| LA BIOMED | ||||||||
| 1124 WEST CARSON STREET | TORRANCE | CA | 90502 | NONE | PC | CREATING INNOVATIVE SOLUTIONS FOR HEALTHCARE | $20,000 | |
| LOS ANGELES REGIONAL FOOD BANK | ||||||||
| 1734 EAST 41ST STREET | LOS ANGELES | CA | 90058 | NONE | PC | FIGHTING HUNGER IN LOS ANGELES | $10,000 | |
| NATIONAL PARKINSON FOUNDATION | ||||||||
| 200 SE 1ST STREET SUITE 800 | MIAMI | FL | 33131 | NONE | PC | RESEARCH, EDUCATION & OUTREACH FOR PEOPLE WITH PARKINSON'S | $25,000 | |
| NO LABELS FOUNDATION | ||||||||
| 1680 WISCONSIN AVENUE NW | WASHINGTON | DC | 20007 | NONE | PC | EDUCATIONAL REFORM | $62,500 | |
| PAINTED TURTLE | ||||||||
| 1300 4TH STREET SUITE 300 | SANTA MONICA | CA | 90401 | NONE | PC | SUPPORT CAMPING FOR CHILDREN W/ SERIOUS MEDICAL CONDITIONS | $25,000 | |
| PARENT REVOLUTION | ||||||||
| 315 W 9TH STREET SUITE 904 | LOS ANGELES | CA | 90015 | NONE | PC | EMPOWER PARENTS TO IMPROVE THE EDUCATION OF THEIR CHILDREN | $25,000 | |
| PEDIATRIC THERAPY NETWORK | ||||||||
| 1815 W 213TH STREET SUITE 100 | TORRANCE | CA | 90501 | NONE | PC | SUPPORT FAMILIES WITH SPECIAL NEEDS | $25,000 | |
| PEOPLE FOR COMMUNITY IMPROVEMENT | ||||||||
| 13008 S FIGUEROA STREET | LOS ANGELES | CA | 90061 | NONE | PC | SUPPORT YOUTH EDUCATION AND GANG INTERVENTION | $85,000 | |
| PROVIDENCE LITTLE COMPANY OF MARY FOUNDATION | ||||||||
| 4101 TORRANCE BOULEVARD | TORRANCE | CA | 90503 | NONE | PC | SUPPORT RESEARCH FOR CARDIOVASCULAR IMPROVEMENTS | $25,000 | |
| PROVIDENCE TRINITYCARE HOSPICE FOUNDATION | ||||||||
| 5315 TORRANCE BOULEVARD SUITE B-1 | TORRANCE | CA | 90503 | NONE | PC | SUPPORT HOSPICE CARE | $25,000 | |
| RECLAIMING AMERICA'S COMMUNITIES THRU EMPOWERMENT | ||||||||
| 621 W ROSECRANS SUITE 103 | GARDENA | CA | 90248 | NONE | PC | SUPPORT COMMUNITY DEVELOPMENT IN UNDER-SERVED AREAS | $10,000 | |
| REGENTS OF THE UNIVERSITY OF CA | ||||||||
| 2080 ADDISON STREET | BERKELEY | CA | 94720 | NONE | PC | SUPPORT EDUCATIONAL RESEARCH | $25,000 | |
| RICHSTONE FAMILY CENTER | ||||||||
| 13620 CORDARY AVENUE | HAWTHORNE | CA | 90250 | NONE | PC | SUPPORT CHILD ABUSE TREATMENT AND PREVENTION | $25,000 | |
| SANDPIPERS SOUTH BAY COMMUNITY FUND | ||||||||
| PO BOX 72 | HERMOSA BEACH | CA | 90254 | NONE | PC | PROVIDE COLLEGE SCHOLARSHIPS FOR LOCAL COMMUNITY STUDENTS | $50,000 | |
| SOUND BODY SOUND MIND FOUNDATION | ||||||||
| 11100 SANTA MONICA BOULEVARD SUITE | LOS ANGELES | CA | 90025 | NONE | PC | SUPPORT HEALTH AND WELLNESS OF LA STUDENTS THROUGH FITNESS | $20,000 | 1910 |
| STUDENTS MATTER (THE STUDENTS FIRST FOUNDATION) | ||||||||
| 325 SHARON PARK DRIVE 521 | MENLO PARK | CA | 94025 | NONE | PC | SUPPORT EDUCATIONAL REFORM | $200,000 | |
| TEACH FOR AMERICA | ||||||||
| 606 S OLIVE STREET SUITE 300 | LOS ANGELES | CA | 90014 | NONE | PC | SUPPORT EDUCATION FOR HIGH-POVERTY PUBLIC SCHOOLS | $25,000 | |
| THE MUSIC CENTER | ||||||||
| 135 N GRAND AVENUE | LOS ANGELES | CA | 90012 | NONE | PC | SUPPORT FOR THE ARTS AND ART EDUCATION | $20,000 | |
| US CAPITOL HISTORICAL SOCIETY | ||||||||
| 9713 SANTA MONICA BOULEVARD 207 | BEVERLY HILLS | CA | 90210 | NONE | PC | EDUCATE THE PUBLIC ON HISTORY/HERITAGE OF U.S. CAPITOL BLDG | $40,000 | |
| THE UCLA FOUNDATION (CEREBRAL PALSY) | ||||||||
| 10920 WILSHIRE BOULEVARD SUITE 1400 | LOS ANGELES | CA | 90024 | NONE | PC | SUPPORT RESEARCH FOR CEREBRAL PALSY | $2,500 | |
| UCLA OPERATION MEND | ||||||||
| 10920 WILSHIRE BOULEVARD SUITE 1400 | LOS ANGELES | CA | 90024 | NONE | PC | SURGERY AND MENTAL HEALTH SUPPORT FOR WOUNDED MILITARY | $50,000 | |
| UNCLE KORY FOUNDATION | ||||||||
| 818 9TH STREET | MANHATTAN BEACH | CA | 90266 | NONE | PF | BRAIN CANCER RESEARCH | $250,000 | |
| WELLS BRING HOPE | ||||||||
| 16563 PARK LANE CIRCLE | LOS ANGELES | CA | 90049 | NONE | PC | DRILL WATER WELLS IN UNDER-SERVED AREAS OF THE WORLD | $25,000 | |
| WESTSIDE FAMILY YMCA | ||||||||
| 11311 LA GRANGE AVENUE | LOS ANGELES | CA | 90025 | NONE | PC | SUPPORT SOCIAL DEVELOPMENT & HEALTHY LIVING FOR YOUTH | $250,000 | |
| WOUNDED WARRIOR PROJECT | ||||||||
| 4899 BELFORT ROAD 300 | JACKSONVILLE | FL | 32256 | NONE | PC | MEDICAL AND REHABILITATON SUPPORT FOR WOUNDED MILITARY | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,071,000 | 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 | $282,302 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,024,760 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $192 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $4,335,429 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $5,642,683 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $5,642,683 | 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 FEES | CategoryTxt |
| Amt | $39,138 | Amt |
| Net Investment Income | $19,569 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $19,569 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNCLE KORY FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 818 9TH STREET | AddressLine1Txt |
| City | MANHATTAN BEACH | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 90266 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2014-07-15 | GrantDt |
| Grant | $250,000 | GrantAmt |
| Purpose Of Grant | BRAIN CANCER RESEARCH | PurposeOfGrantTxt |
| Any Diversion By Grantee | NONE | AnyDiversionByGranteeTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | TANGIBLE PROPERTY REGULATIONS ELECTION STATEMENTS | IdentifierTxt |
| Form And Line Reference | EXPLANATION | FormAndLineReferenceDesc |
| Medium Explanation | PURSUANT TO THE SMALL BUSINESS EXCEPTION UNDER SECTION 10.11(6)(B)(III) OF REVENUE PROCEDURE 2015-20, THE TAXPAYER IS CHANGING TO ADOPT THE FINAL TANGIBLE PROPERTY REGULATIONS WITH ITS TAX YEAR BEGINNING JANUARY 1, 2014, AND WITHOUT FILING A FORM 3115.TAXPAYER HEREBY MAKES THE DE MINIMIS SAFE HARBOR ELECTION UNDER TREASURY REGULATION 1.263(A)-1(F) FOR ALL ELIGIBLE AMOUNTS PAID OR INCURRED DURING THE TAXABLE YEAR.TAXPAYER HEREBY ELECTS TO CAPITALIZE REPAIR AND MAINTENANCE COSTS UNDER TREASURY REGULATION 1.263(A)-3(N). THE COSTS WERE INCURRED DURING THE TAXABLE YEAR IN THE ELECTING TAXPAYER'S TRADE OR BSUINESS AND THE ELECTING TAXPAYER TREATS SUCH COSTS AS CAPITAL EXPENDITURES ON ITS BOOKS AND RECORDS. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $6,811,578 | EOYBookValueAmt |
| EOYFMV | $6,811,578 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| EQUITIES | $46,837,940 | $46,837,940 |
| MUTUAL FUNDS | $0 | $0 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $11,640,478 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $11,640,478 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED LOSSES | Desc |
| Amt | $1,448,086 | Amt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Revenue And Expenses Per Books | $192 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $192 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $192 | AdjustedNetIncomeAmt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED FEDERAL EXCISE TAX | Desc |
| BOY Book Value | $239,623 | BOYBookValueAmt |
| EOY Book Value | $204,156 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT MANAGEMENT FEES | CategoryTxt |
| Amt | $169,365 | Amt |
| Net Investment Income | $169,365 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| EXCISE TAXES | $47,538 | $0 | $0 |
| FOREIGN TAXES | $28,468 | $28,468 | $0 |
| FILING FEES | $235 | $0 | $235 |
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