THE SEGERSTROM FOUNDATION: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE SEGERSTROM FOUNDATION (EIN 33-0269599)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-05-15
- IRS object ID
- 201531359349101603
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Legal Fees Schedule
- Other Assets Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-05-15T11:35:52-05:00 | 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 | 695 TOWN CENTER DR SUITE 1200 | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | 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 | 330269599 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SEGERSTROM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SEGE | BusinessNameControlTxt |
| Phone | 7145460110 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3315 FAIRVIEW ROAD | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUE ADAMS | PersonNm |
| Person Title | VICE PRESIDENT | PersonTitleTxt |
| Phone | 7145460110 | PhoneNum |
| Signature | 2015-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PAUL D PRESCOTT | PreparerPersonNm |
| PTIN | P01271621 | PTIN |
| Phone | 7144367100 | PhoneNum |
| Preparation | 2015-05-13 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $13,432,982 | 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 | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $3 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $202,055 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $202,055 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $737,169 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $2,410,648 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $737,169 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $939,227 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $939,227 | 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 |
| Legal Fees Rev And Expnss | $140 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $140 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $0 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,085 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $12,085 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $49,022 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $49,022 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $17,718 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $645 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $635 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $79,610 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $61,882 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $10 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $638,070 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $638,070 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $717,680 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $61,882 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $638,080 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $221,547 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $877,345 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $42,579 | CashBOYAmt |
| Cash EOY | $29,963 | CashEOYAmt |
| Cash EOYFMV | $29,963 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $48,347 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $94,845 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $94,845 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $10,680,660 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,027,584 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,027,584 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,496,005 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,274,590 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,274,590 | CorporateBondsEOYFMVAmt |
| Other Assets BOY | $4,018 | OtherAssetsBOYAmt |
| Other Assets EOY | $6,000 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $6,000 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $13,271,609 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,432,982 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $13,432,982 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $91,149 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $98,022 | AccountsPayableEOYAmt |
| Total Liabilities BOY | $91,149 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $98,022 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $13,180,460 | CapitalStockBOYAmt |
| Capital Stock EOY | $13,334,960 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $13,180,460 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,334,960 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $13,271,609 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,432,982 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $13,180,460 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $221,547 | ExcessRevenueOverExpensesAmt |
| Other Increases | $5,397 | OtherIncreasesAmt |
| Subtotal | $13,407,404 | SubtotalAmt |
| Other Decreases | $72,444 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,334,960 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | 2000-01-24 | 2014-12-31 | $2,393,007 | $1,641,768 | $751,239 | $751,239 |
| PUBLICLY TRADED SECURITIES | 2014-01-01 | 2014-12-31 | $17,641 | $31,711 | -$14,070 | -$14,070 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $737,169 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $587,510 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $12,143,151 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.048382 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $522,510 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,920,636 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.047846 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $558,722 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $10,895,080 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.051282 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $537,800 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $10,453,612 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.051446 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $424,500 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $9,015,978 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.047083 | DistributionYr5Rt |
| Total Distribution | 0.246039 | TotalDistributionRt |
| Average Distribution | 0.049208 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $13,236,431 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $651,338 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $8,773 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $660,111 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $638,080 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $17,547 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $17,547 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $17,547 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $11,750 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $11,750 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Tax Due | $5,797 | 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 | 0 | 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 | MARK HEIM | IndividualWithBooksNm |
| Phone | 7145460110 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3315 FAIRVIEW ROAD | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (10 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 |
|---|---|---|---|---|---|---|---|---|
| HENRY T SEGERSTROM | ||||||||
| 3315 FAIRVIEW ROAD | COSTA MESA | CA | 92626 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| SALLY SEGERSTROM | ||||||||
| 3315 FAIRVIEW ROAD | COSTA MESA | CA | 92626 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| ANTON SEGERSTROM | ||||||||
| 3315 FAIRVIEW ROAD | COSTA MESA | CA | 92626 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| TED SEGERSTROM | ||||||||
| 3315 FAIRVIEW ROAD | COSTA MESA | CA | 92626 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MARK HEIM | ||||||||
| 3315 FAIRVIEW ROAD | COSTA MESA | CA | 92626 | PRESIDENT | 0.55 | $0 | $0 | $0 |
| NANCY WEST | ||||||||
| 3315 FAIRVIEW ROAD | COSTA MESA | CA | 92626 | VP-GRANTS | 0.55 | $0 | $0 | $0 |
| SUE ADAMS | ||||||||
| 3315 FAIRVIEW ROAD | COSTA MESA | CA | 92626 | TREASURER | 0.10 | $0 | $0 | $0 |
| SANDRA SEGERSTROM DANIELS | ||||||||
| 3315 FAIRVIEW ROAD | COSTA MESA | CA | 92626 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| RUTH ANN MORIARTY | ||||||||
| 3315 FAIRVIEW ROAD | COSTA MESA | CA | 92626 | DIRECTOR | 0.10 | $0 | $0 | $0 |
| MARY WESTBROOK | ||||||||
| 3315 FAIRVIEW ROAD | COSTA MESA | CA | 92626 | SECRETARY | 0.10 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
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 | $13,357,511 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $80,490 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $13,438,001 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $13,438,001 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $201,570 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $13,236,431 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $661,822 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $661,822 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $17,547 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $17,547 | TotalTaxAmt |
| Distributable Before Adj | $644,275 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $644,275 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $644,275 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $638,080 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $638,080 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $638,080 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $644,275 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $12,654 | ExcessDistributionCyovYr3Amt |
| Total Excess Distribution Cyov | $12,654 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $638,080 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $638,080 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $6,195 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $6,195 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $6,459 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $6,459 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $6,459 | ExcessFromYear3Amt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | THE SEGERSTROM FOUNDATION CO NANCY | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3333 BRISTOL STREET | AddressLine1Txt |
| City | COSTA MESA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 7145460110 | RecipientPhoneNum |
| Form And Info And Materials | THE FOUNDATION PREFERS TO RECEIVE A BRIEF LETTER OF INQUIRY THAT INCLUDES A MISSION STATEMENT OF DONEE ORGANIZATION, DESCRIPTION OF HOW REQUESTED GRANT WILL BE USED, AND COPY OF IRC SECTION 501(C)(3) DETERMINATION LETTER. IF THE REQUEST IS WITHIN THE FOUNDATION'S GRANT MAKING GUIDELINES A FORMAL SUBMITTAL WILL BE SOLICITED BY THE FOUNDATION. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | PROVIDES FINANCIAL SUPPORT PRIMARILY FOR PERFORMING AND CULTURAL ARTS ORGANIZATIONS LOCATED IN ORANGE COUNTY, CALIFORNIA. | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (21 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| PACIFIC SYMPHONY | |||||||
| 3631 HARBOR BLVD SUITE 100 | SANTA ANA | CA | 92704 | NONE | PC | TO SUPPORT OPERA FOCUS | $50,000 |
| FESTIVAL OF CHILDREN | |||||||
| 3315 FAIRVIEW ROAD | COSTA MESA | CA | 92626 | NONE | PC | TO PROVIDE SUPPORT FOR CHILDREN'S CHARITIES | $20,000 |
| THE WOODEN FLOOR | |||||||
| 1810 NORTH MAIN STREET | SANTA ANA | CA | 92706 | NONE | PC | TO SUPPORT THE PRE-COLLEGIATE MENTORING PROGRAM | $19,000 |
| NAMI | |||||||
| 1810 E 17TH STREET | SANTA ANA | CA | 92705 | NONE | PC | TO PROVIDE EMOTIONAL SUPPORT, EDUCATION AND RESOURCES FOR FAMILIES AFFECTED BY MENTAL ILLNESS | $10,000 |
| PHILHARMONIC SOCIETY | |||||||
| 2082 BUSINESS CTR DR STE 100 | IRVINE | CA | 92715 | NONE | PC | TO PROVIDE STUDENTS ACROSS THE COUNTRY WITH GREAT MUSICAL EXPERIENCES | $125,000 |
| SALVATION ARMY | |||||||
| 10200 PIONEER ROAD | TUSTIN | CA | 92782 | NONE | PC | TO HELP PROVIDE HURTING INDIVIDUALS AND FAMILIES IN O.C. WITH FOOD, BASIC NEEDS, SHELTER, AND OTHER SERVICES. | $2,500 |
| SMILE TRAIN | |||||||
| PO BOX 92631 | WASHINGTON DC | DC | 20090 | NONE | PC | TO HELP PROVIDE FREE CLEFT PALATE SURGERY FOR POOR CHILDREN | $5,000 |
| SOUTH COAST REPERTORY | |||||||
| 655 TOWN CENTER DRIVE | COSTA MESA | CA | 92626 | NONE | PC | TO SUPPORT THE 2013-2014 THEATER FOR YOUNG AUDIENCES SERIES | $125,000 |
| BLIND CHILDREN'S LEARNING CENTER | |||||||
| 18542-B VANDERLIP AVENUE | SANTA ANA | CA | 92705 | NONE | PC | TO HELP SUPPORT PROGRAMS TO PROVIDE SPECIALIZED EDUCATION FOR CHILDREN WITH VISUAL IMPAIRMENTS. | $3,000 |
| SEGERSTROM CENTER FOR THE ARTS | |||||||
| 600 TOWN CENTER DRIVE | COSTA MESA | CA | 92626 | NONE | PC | TO SUPPORT INTERNATIONAL DANCE SERIES | $50,000 |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | |||||||
| PO BOX 3075 | SOUTHEASTERN | PA | 19398 | NONE | PC | TO HELP SUPPORT CHARITABLE ORGANIZATIONS. | $140,000 |
| YORBA LINDA FRIENDS CHURCH | |||||||
| 18637 YORBA LINDA BLVD | YORBA LINDA | CA | 92886 | NONE | PC | TO HELP SUPPORT THEIR HELPING HANDS FUND. | $10,000 |
| SOUTHERN CALIFORNIA CHILDREN'S CHORUS | |||||||
| 5020 CAMPUS DRIVE | NEWPORT BEACH | CA | 92660 | NONE | PC | TO SUPPORT PROGRAMS THAT ENHANCE CHILDREN'S LIVES THROUGH CHORAL MUSIC EDUCATION AND PERFORMANCE. | $5,000 |
| PROVIDENCE SPEECH AND HEARING CENTER | |||||||
| 1301 PROVIDENCE AVENUE | ORANGE | CA | 92868 | NONE | PC | TO HELP SUPPORT PROGRAMS THAT ENRICH LIFE THROUGH THE GIFT OF SPEECH AND HEARING. | $3,000 |
| ORANGE COUNTY MUSEUM OF ART | |||||||
| 850 SAN CLEMENTE DRIVE | NEWPORT BEACH | CA | 92660 | NONE | PC | TO HELP SUPPORT THE FRED TOMASELLI EXHIBITION | $30,000 |
| BOWERS MUSEUM | |||||||
| 2002 NORTH MAIN STREET | SANTA ANA | CA | 92706 | NONE | PC | TO SUPPORT THE MUSEUM SCHOOL PARTNERSHIP PROGRAM | $25,000 |
| ST JOHN THE BAPTIST CATHOLIC CHURCH | |||||||
| 1015 BAKER STREET | COSTA MESA | CA | 92626 | NONE | PC | TO HELP SUPPORT THE CHURCH'S PROGRAMS | $5,000 |
| VSA | |||||||
| PO BOX 2482 | LA HABRA | CA | 90632 | NONE | PC | TO SUPPORT THE 40TH ANNIVERSARY CELEBRATION | $4,570 |
| ORANGE COUNTY RESCUE MISSION | |||||||
| ONE HOPE DRIVE | TUSTIN | CA | 92782 | NONE | PC | TO PROVIDE MEALS AND LIFE-CHANGING HELP TO HOMELESS MEN, WOMEN AND SHELTER AND OTHER SERVICES. | $2,500 |
| CHUCK JONES' CENTER FOR CREATIVITY | |||||||
| 3321 HYLAND SUITE A | COSTA MESA | CA | 92626 | NONE | PC | TO SUPPORT THE INSPIRATION OF CREATIVITY IN ART THROUGH CLASS, EXHIBITIONS, LECTURES AND FILM FESTIVALS. | $2,500 |
| ART4KIDS | |||||||
| PO BOX 2452 | NEWPORT BEACH | CA | 92659 | NONE | PC | TO HELP PROVIDE ART MATERIALS TO CHILDREN | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $638,070 | 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 | $3 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $202,055 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $737,169 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $939,227 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $939,227 | 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 | $12,085 | Amt |
| Net Investment Income | $12,085 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | JP MORGAN (PIMCO FUND) | BondNm |
| EOY Book Value | $1,274,590 | EOYBookValueAmt |
| EOYFMV | $1,274,590 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| JP MORGAN SECURITIES | $9,248,852 | $9,248,852 |
| AMERICAN FUNDS SECURITIES | $2,778,732 | $2,778,732 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $140 | LegalFeesAmt |
| Net Investment Income | $140 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INTEREST/DIV RECEIVABLE | Desc |
| BOY Book Value | $4,018 | BOYBookValueAmt |
| EOY Book Value | $6,000 | EOYBookValueAmt |
| EOYFMV | $6,000 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/(LOSS) | Desc |
| Amt | $72,444 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CALIFORNIA FILING FEE | $10 | $0 | $10 |
| MISCELLANEOUS | $635 | $635 | $0 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BOOK TO TAX DIFFERENCE | Desc |
| Amt | $5,397 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| JPMORGAN CHASE BANK | $9,135 | $9,135 | $0 |
| JR PINNACLE | $14,004 | $14,004 | $0 |
| OTHER PROFESSIONAL FEES | $25,883 | $25,883 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISTE TAX | CategoryTxt |
| Amt | $17,718 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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